Wells Clark (CRD# 7419503) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Durham, NC | Jun 2023 - Current | 1 |
| North Carolina State University | Raleigh, NC | Aug 2019 - Jun 2023 | 3 |
| Rga Investments | Raleigh, NC | Jul 2021 - May 2022 | < 1 |
| George Pickett And Associates | Apex, NC | Mar 2021 - Jul 2021 | < 1 |
| Ogletree Deakins | Raleigh, NC | Dec 2020 - Mar 2021 | < 1 |
| Americans For Prosperity/talentwave | Raleigh, NC | Sep 2020 - Nov 2020 | < 1 |
| Allegra Print And Imaging | Winston Salem, NC | Jun 2020 - Aug 2020 | < 1 |
| Postmates | Winston Salem, NC | Jun 2020 - Jun 2020 | < 1 |
| Allegra Print And Imaging | Winston Salem, NC | Jun 2019 - Aug 2019 | < 1 |
| Mount Tabor High School | Winston Salem, NC | Aug 2015 - Jun 2019 | 3 |
| Allegra Print And Imaging | Winston Salem, NC | Jun 2018 - Aug 2018 | < 1 |
| Allegra Print And Imaging | Winston Salem, NC | Jun 2017 - Aug 2017 | < 1 |
| Unemployed | Winston Salem, NC | Oct 2000 - Aug 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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