Mark
Mellick

Wells Fargo Clearing Services, LLC

CRD#331604
Investment Advisor
in Los Angeles, CA
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About this Advisor

Mark Mellick is a certified financial planner who works in Los Angeles, California. Currently an investment advisor at Wells Fargo Clearing Services, LLC, Mellick has 15 years of work experience. Mellick has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Mellick is able to act as an advisor based out of California and Texas. Mellick has gained experience at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Los Angeles, California, and has 6,557 other brick-and-mortar locations in the nation. As a registered investment advisory firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Wells Fargo Clearing Services, LLC can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

1999 Avenue Of The Stars Ste 2200
Los Angeles, CA 90067

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

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

Mark Mellick Work History

Mark has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

Mark Mellick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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