Advisor at Wells Fargo Clearing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wells Fargo Clearing
Location
Richmond, VA 23226
Credentials
Series 63, Series 66
Industry experience
28 years
Christine Lovell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory work, she is involved in operating two food-related businesses in Virginia, including a food cart and a retail store. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including insurance-related vehicles and bank deposit sweep options among its offerings.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
1800 Bayberry Ct Ste 100, Meridian Office Building
Richmond, VA 23226
Virginia
Wells Fargo Clearing
2016 - Present (10 years)
Wells Fargo Advisors Llc
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 66
Mechanicsville, VA
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Series 63, Series 65
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J. B. Bryan Financial Group, Inc.
Series 63, Series 65
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Flatiron Wealth Advisors, LLC
Series 65
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Carnahan Capital Management, LLC
CFP®
Richmond, VA
Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
Series 63, Series 65
Henrico, VA
Plan Sponsor Adviser, LLC
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