Samuel
Stephens

About this Advisor

Samuel Stephens is a financial advisor working in Seattle, Washington, who has been in the financial industry for 10 years. Stephens is on the advisory team at Wells Fargo Clearing Services, LLC. Throughout their career, Stephens has worked at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Mod Super Fast Pizza LLC, G P Automotive, Henry M Jackson High School and Lyft. Stephens has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. Wells Fargo Clearing Services, LLC is an advisory firm that has its headquarters in Seattle, Washington. The company has offices in 6,239 locations and a total of 25,711 advisors. It handles $511 billion in assets among its 1,430,874 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 5,773 charities and foundations. Of its 1,430,874 accounts, 41% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a wide set 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. Fees for financial management typically vary depending on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC can include some combination of asset-based, hourly, fixed and commission-based fees.