Corey
Owen

Wells Fargo Clearing Services, LLC

CRD#5314153
Investment Advisor
in Seattle, WA
Are you Corey Owen? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Corey Owen is a certified financial planner and chartered financial consultant operating out of Seattle, Washington, who has been in the industry for 11 years. Owen is an advisor for Wells Fargo Clearing Services, LLC. Over the course of their career, Owen has held roles at Farm Bureau, Equitrust Marketing Svc LLC, Morgan Stanley Smith Barney, Chase Investment Services Corp, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Owen holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to operate in Texas and Washington. Wells Fargo Clearing Services, LLC is a financial advisory business that has its headquarters in Seattle, Washington. The firm has offices in 6,557 locations and a total of 26,409 employees. It oversees $473 billion in total assets across its 1,432,715 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 accounts, 39% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a number of services, such as 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. Financial management fees are based on which services the firm provides the client. Fee types charged by Wells Fargo Clearing Services, LLC most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 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

22037 7Th Ave S
Seattle, WA 98198

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

WA Average: 458
Total Number of Accounts

1,434,106

WA Average: 33,415
Average Account Size

$302,067

WA Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Corey Owen Work History

Corey has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2012 - 2016 (4 years)

J.P. Morgan Securities LLC

2010 - 2012 (2 years)

Morgan Stanley Smith Barney

2007 - 2010 (3 years)

Farm Bureau

2007 - 2010 (3 years)

Equitrust Marketing Svc LLC

Disclosures

Corey Owen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started