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Overview

Services

Advisor Services

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Funds

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Wells Fargo Clearing Services, LLC 2 years, 7 months Nov 2016 - Present
Wells Fargo Advisors LLC 7 years, 6 months May 2009 - Nov 2016
Are You
Amy Jo Trotter?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 7, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wells Fargo Clearing Services, LLC

Last updated on June 6, 2019
    • $433.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
      Accounts
    • $302.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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