Michelle
Manners

Wells Fargo Clearing Services, LLC

CRD#3242476
Investment Advisor
in Dallas, TX
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About this Advisor

Michelle Manners is a certified financial planner in Dallas, Texas. Currently a registered financial advisor at Wells Fargo Clearing Services, LLC, they have accumulated 19 years of professional experience in the financial advisory industry. Manners maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Manners is registered to work with clients based out of Texas. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Wachovia Securities, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Dallas, Texas, and operates out of 6,557 offices throughout the United States. In aggregate, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 client accounts and retains more than 26,409 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

19 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 Crescent Ct Ste 1400
Dallas, TX 75201

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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

Michelle Manners Work History

Michelle has 19 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities

1999 - 2008 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Michelle Manners has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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