Mark
Rowe

Wells Fargo Clearing Services, LLC

CRD#1574556
Investment Advisor
in San Diego, CA
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About this Advisor

Mark Rowe is a chartered financial consultant working out of San Diego, California, who has been in the advisory business for 10 years. Rowe is currently employed by Wells Fargo Clearing Services, LLC. Over the course of their career, Rowe has held roles at Lewis & Associates, Woodbury Financial Services, The New Penfacs Inc, Pj Robb Variable Corp, Time - A Crump Company and Wells Fargo Clearing Services. Rowe has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in San Diego, California. It has offices in 6,557 locations and a total of 26,409 advisors. It has $473 billion in assets across its 1,432,715 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company performs 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. Financial management fees usually depend on which services the firm provides the client. Fee types billed by Wells Fargo Clearing Services, LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

10 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

Yes

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

$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 Rowe Work History

Mark has 10 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services

2014 - 2017 (3 years)

Pj Robb Variable Corp

2014 - 2017 (3 years)

Time - A Crump Company

2012 - 2014 (2 years)

The New Penfacs Inc

2009 - 2010 (1 years)

Woodbury Financial Services

2008 - 2012 (4 years)

Lewis & Associates

Disclosures

Mark Rowe has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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