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Bradley Kearns

Wells Fargo Investment Institute, Inc.

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About Bradley Kearns

Bradley Kearns is a financial advisor with Wells Fargo Investment Institute, Inc. Bradley has a background in financial services, including experience with FXCM and Grupe Real Estate. Bradley's expertise includes fixed income, equities, mutual funds, and alternative investments. Bradley is registered with the state of North Carolina as an investment advisor representative.

Firm Information

Bradley Kearns is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Kearns’s Registration & Firm History

NC

09/02/2022 - Present

Wells Fargo Investment Institute, Inc. (CHARLOTTE NC)

MO

03/14/2018 - 07/08/2022

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 09/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2018

Series 52 - Municipal Securities Representative Examination

BC

Issued 03/14/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/14/2016

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 07/16/2016

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Kearns.
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