William Kinchen Abbott

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-03
SC	RA	APPROVED	2025-02-21

TX RA
APPROVED

Since 2025-06-03
SC RA
APPROVED

Since 2025-02-21

Branch Locations

1011 Bay St Ste 2F [Office Of Convenience], Beaufort, SC 29902 • United States

400 Merchant St, Hilton Head Island, SC 29926 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Hilton Head Island	SC	01/2025	Present
Harris Pillow Supply, Inc.	Beaufort	SC	12/2018	01/2025
Southern Medical Inc.	Lyons	GA	04/2014	12/2018

01/2025 → Present

Wells Fargo Clearing Services, Llc

Hilton Head Island, SC
12/2018 → 01/2025

Harris Pillow Supply, Inc.

Beaufort, SC
04/2014 → 12/2018

Southern Medical Inc.

Lyons, GA

Other Businesses

Southern Medical Management; investment related; Lyons, GA; Holding Company for 2 Skilled Nursing Facilities (Nursing Homes); 32% Ownership; Start date 04/01/2014; 1 hour per month; 0 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-17

S66 Uniform Combined State Law Examination

2024-10-17

Other Names

William Abbott

View on SEC IAPD