William
Campbell

Wells Fargo Clearing Services, LLC

CRD#2742952
Investment Advisor
in Seattle, WA
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About this Advisor

William Campbell is a certified financial planner based in Seattle, Washington. Currently a registered financial advisor at Wells Fargo Clearing Services, LLC, they have gathered 15 years of experience in the financial advisory industry. Campbell has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Campbell is registered to serve investors in Washington. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Investments, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Seattle, Washington, and has 6,557 offices across the country. In total, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 39% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC can provide 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

999 3Rd Ave 39Th and 40Th Fls [Rbo]
Seattle, WA 98104

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

WA Average: 458
Total Number of Accounts

1,432,715

WA Average: 33,415
Average Account Size

$330,143

WA 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

William Campbell Work History

William has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2003 - 2011 (8 years)

Wells Fargo Investments, LLC

Disclosures

William Campbell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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