Gary
Solka

Wells Fargo Clearing Services, LLC

CRD#5969198
Investment Advisor
in Austin, TX
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About this Advisor

Gary Solka is a certified financial planner working in Austin, Texas, who has been in the advisory business for 11 years. Solka currently works for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Sente Mortgage, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Solka holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Austin, Texas. The investment advisory business has offices in 6,557 locations and a total of 26,409 financial advisors. It handles $473 billion in total assets among its 1,432,715 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Wells Fargo Clearing Services, LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

100 Congress Ave Stes 1650 and 200
Austin, TX 78701

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

TX Average: $11,469,110,461
Total Number of Employees

26,352

TX Average: 458
Total Number of Accounts

1,434,106

TX Average: 33,415
Average Account Size

$302,067

TX Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Gary Solka Work History

Gary has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors, LLC

2007 - 2011 (4 years)

Sente Mortgage

Disclosures

Gary Solka has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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