Matthew
Lowe

Wells Fargo Clearing Services, LLC

CRD#4814378
Investment Advisor
in Dallas, TX
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About this Advisor

Matthew Lowe is a certified financial planner operating in Dallas, Texas, with 14 years of work experience. Lowe is on the advisory team at Wells Fargo Clearing Services, LLC. Lowe has gained experience at Raymond James & Associates, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Lowe holds a Series 66 license, designating 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 firm that has its headquarters in Dallas, Texas. The company has offices in 6,557 locations and a total of 26,409 employees. It manages $473 billion in assets across its 1,432,715 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a broad assortment of services, such as 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 for financial advice are based on the type of financial services provided. Fees billed by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

8115 Preston Rd Ste 300
Dallas, TX 75225

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

TX Average: 458
Total Number of Accounts

1,432,715

TX Average: 33,415
Average Account Size

$330,143

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

Matthew Lowe Work History

Matthew has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2004 - 2010 (6 years)

Raymond James & Associates

Disclosures

Matthew Lowe has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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