Marc
Alexander

Wells Fargo Clearing Services, LLC

CRD#2432414
Investment Advisor
in Atlanta, GA
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About this Advisor

Marc Alexander is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered financial advisor at Wells Fargo Clearing Services, LLC, they have accrued 10 years of practice in the financial advisory industry. Alexander has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Alexander is able to work with customers in Georgia and Texas. Over the course of their career, Alexander has held roles at Rbc Capital Markets Corporation, Morgan Stanley Smith Barney, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Atlanta, Georgia, and operates out of 6,557 locations across the nation. In total, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 accounts and employs more than 26,409 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 39% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC can provide 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

950 E Paces Ferry Rd Ne Stes 1200 and 1400
Atlanta, GA 30326

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

GA Average: 458
Total Number of Accounts

1,434,106

GA Average: 33,415
Average Account Size

$302,067

GA 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

Marc Alexander Work History

Marc has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors LLC

2011 - 2014 (3 years)

Morgan Stanley Smith Barney

2008 - 2011 (3 years)

Rbc Capital Markets Corporation

Disclosures

Marc Alexander has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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