Michael
Arnold

Wells Fargo Clearing Services, LLC

CRD#853316
Investment Advisor
in Dallas, TX
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About this Advisor

Michael Arnold is an advisor who is based out of Dallas, Texas. Currently an investment advisor at Wells Fargo Clearing Services, LLC, Arnold has 11 years of professional experience in the financial advisory industry. Arnold holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Arnold is able to act as a financial advisor based out of Texas. During their career, the advisor has held roles at J.P. Morgan Securities Inc, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Dallas, Texas, and operates out of 6,557 additional offices in the United States. As a company, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 39% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC can offer 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

1445 Ross Ave 44Th Fl [Te-Rbo]
Dallas, TX 75202

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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

Michael Arnold Work History

Michael has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2007 - 2014 (7 years)

J.P. Morgan Securities Inc

Disclosures

Michael Arnold has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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