Robert
Read

Wells Fargo Clearing Services, LLC

CRD#6416531
Investment Advisor
in Richmond, VA

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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

Series 63, Series 65

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

1021 E Cary St [Rbo]
Richmond, VA 23219

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

VA Average: 458
Total Number of Accounts

1,430,874

VA Average: 33,415
Average Account Size

$357,078

VA 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

Robert Read Work History

Robert has 10 years of experience.

2018 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - Present (7 years)

American United Life

2014 - 2018 (4 years)

Oneamerica Securities

2014 - 2014 (< 1 year)

Anchor Financial Group

2010 - 2014 (4 years)

George Mason University

Disclosures

Robert Read has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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