Wells Fargo Clearing Services, LLC
About this Advisor
Robert Read is an investment advisor located in Richmond, Virginia. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, Read has 10 years of professional experience. Read maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Read is registered to serve customers based out of Texas and Virginia. During their career, Read has held roles at American United Life, Oneamerica Securities, George Mason University, Wells Fargo Clearing Services, LLC and Anchor Financial Group. Wells Fargo Clearing Services, LLC is based out of Richmond, Virginia, and operates out of 6,239 additional offices in the United States. In aggregate, Wells Fargo Clearing Services, LLC manages $511 billion in assets throughout 1,430,874 accounts and retains more than 25,711 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the firm's investors are high-net-worth individuals, meaning they have over $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
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Robert Read Work History
Robert has 10 years of experience.
Wells Fargo Clearing Services, LLC
American United Life
Anchor Financial Group
George Mason University
Robert Read has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Saint Louis, MO
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