Greenville, SC Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
About
Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs and retirement plan consulting to individual, corporate and institutional clients, including pension and charitable organizations. The firm operates at large scale—reporting roughly $671 billion in assets under management and more than 14,000 financial advisors—and offers both brokerage and advisory solutions.
For retirement plans it offers a mix of non‑discretionary consulting and discretionary Plan Level Investment Selection 3(38) services, along with IPS development, investment search and recommendation, benchmarking, participant education and periodic performance reporting. The firm relies on research and analytics from Wells Fargo Investment Institute and third‑party databases and generally evaluates managers and options using diversification principles and modern portfolio theory, while noting that available investment options are typically limited to a plan’s custodian platform.
A noteworthy operational feature is the firm’s role in distributing and facilitating a range of other financial products through bank and insurance affiliates—such as deposit sweep options, lending and trustee services, and insurance/annuity arrangements—and the Form ADV discloses referral and product‑related compensation that can affect advisor incentives. The brochure also discloses several recent regulatory enforcement actions and settlements related to cash sweep disclosures, advisory billing and supervisory controls, which are material considerations for prospective clients.
Based on WELLS FARGO Advisors
Location
Greenville SC
Advisors at this office
3
Advisors at this office
Danielle B
Series 63, Series 66
Greenville, SC
Wells Fargo Clearing
Danielle Bouharoun is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked with Wachovia Bank, N.A. and Banc of America Investment Services, Inc. prior to her current role, where she has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party sources to support diversified investment solutions.
George H
CFA®, Series 66
Greenville, SC
Wells Fargo Clearing
George Howell IV is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2019. Prior to joining Wells Fargo, he worked at UBS Financial Services for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
James Y
Series 63, Series 65
Greenville, SC
Wells Fargo Clearing
James Yarbrough is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has previously worked at UBS Financial Services and has served as trustee or personal representative for multiple family trusts and estates. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven portfolio management with broad financial product distribution through bank and insurance affiliates.
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