Wells Fargo Clearing Services, LLC
About this Advisor
Marc Alexander is a certified financial planner who works in Atlanta, Georgia, who has been in the industry for 11 years. Alexander works at Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Alexander maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Atlanta, Georgia. The company has offices in 5,627 locations and a total of 21,510 advisors. It manages $648 billion in assets under management across its 1,477,661 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 6,968 charities and foundations. Of its 1,477,661 customer accounts, 44% are associated with high-net-worth investors who have at least $1 million in assets. Wells Fargo Clearing Services, LLC provides a broad range of services, such as 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 charged by financial advisors largely vary depending on the services offered. Fees billed by Wells Fargo Clearing Services, LLC can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Marc Alexander Work History
Marc has 11 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Morgan Stanley Smith Barney
Marc Alexander has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
Miramar Beach, FL
Los Angeles, CA
Tarpon Springs, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.