Mitch
Turner

Wells Fargo Clearing Services, LLC

CRD#5002838
Investment Advisor
in Draper, UT

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About this Advisor

Mitch Turner is a financial advisor who works out of Draper, Utah, who has been in the advisory business for 10 years. Turner currently works for Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and Wells Fargo Clearing Services, LLC. Turner holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Utah. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Draper, Utah. 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 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a broad assortment 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. A financial advisor's fees largely are based on the type of financial services. However, fees billed by Wells Fargo Clearing Services, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

Yes

Office Location

322 E 12300 S
Draper, UT 84020

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

UT Average: 458
Total Number of Accounts

1,434,106

UT Average: 33,415
Average Account Size

$302,067

UT 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

Mitch Turner Work History

Mitch has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors, LLC

2008 - 2011 (3 years)

Wells Fargo Investments, LLC

Disclosures

Mitch Turner has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amar Mehta
Jenkintown, PA
Clifford Wichmann
Walnut Creek, CA
Thomas Kimmett
Lemoyne, PA
Steven Fleisher
Conshohocken, PA
David Christians
Duluth, MN
Jean Dutt
Aberdeen, SD
Mario Rivero
Elizabeth, NJ
Lawrence Fleming
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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