Marena
Tufenkjian

Wells Fargo Clearing Services, LLC

CRD#4923680
Investment Advisor
in San Diego, CA
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About this Advisor

Marena Tufenkjian is a certified financial planner operating in San Diego, California, with 13 years of experience as a financial advisor. Tufenkjian is an advisor for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and Wells Fargo Clearing Services, LLC. Tufenkjian holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in San Diego, California. The company has offices in 6,557 locations and a total of 26,409 financial advisors. It oversees $473 billion in total assets among its 1,432,715 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management typically are based on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4655 Executive Dr Ste 1000 [Sc/Sj-Rbo]
San Diego, CA 92121

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

CA Average: $11,469,110,461
Total Number of Employees

26,352

CA Average: 458
Total Number of Accounts

1,434,106

CA Average: 33,415
Average Account Size

$302,067

CA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Marena Tufenkjian Work History

Marena has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors LLC

2011 - 2012 (1 years)

Wells Fargo Advisors, LLC

2007 - 2012 (5 years)

Wells Fargo Bank, N.A

2005 - 2011 (6 years)

Wells Fargo Investments, LLC

Disclosures

Marena Tufenkjian has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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