Miles
Zitmore

Wells Fargo Clearing Services, LLC

CRD#1013405
Investment Advisor
in Dallas, TX
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About this Advisor

Miles Zitmore is a certified financial planner whose office is in Dallas, Texas. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, they have accrued 10 years of professional experience as a registered advisor. Zitmore holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Zitmore can operate based out of Texas. During their career, the advisor has held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC and Wachovia Securities, LLC. Wells Fargo Clearing Services, LLC is based out of Dallas, Texas, and has 6,557 brick-and-mortar locations in the nation. In aggregate, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 accounts and employs more than 26,409 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Wells Fargo Clearing Services, LLC can provide 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, Certified Financial Planner

Years of Experience

10 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

$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

Miles Zitmore Work History

Miles has 10 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, LLC

Disclosures

Miles Zitmore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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