Scott
Mackenzie

Wells Fargo Advisors Financial Network, LLC

CRD#2265519
Investment Advisor
in Atlanta, GA
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About this Advisor

Scott Mackenzie is a certified financial planner who works in Atlanta, Georgia, who has 10 years of experience as a financial advisor. Mackenzie is on the advisory team at Wells Fargo Advisors Financial Network, LLC. Their career trajectory has included roles at Wells Fargo Advisors Financial Network LLC and Wachovia Securities Financial Network, LLC (11025). Mackenzie maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia and Texas. Wells Fargo Advisors Financial Network, LLC is a financial advisory company headquartered in Atlanta, Georgia. It has offices in 729 locations and a total of 1,997 people on staff. It manages $49 billion in assets across its 149,098 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 763 charitable organizations. Of its 149,098 client accounts, 41% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Wells Fargo Advisors Financial Network, LLC has a number 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. Financial advisory fee schedules largely depend on the services offered. Fee types charged by Wells Fargo Advisors Financial Network, LLC can be comprised of some blend of 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

3414 Peachtree Rd Ne Ste 1100
Atlanta, GA 30326

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

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

1,978

GA Average: 458
Total Number of Accounts

154,383

GA Average: 33,415
Average Account Size

$307,810

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

Scott Mackenzie Work History

Scott has 10 years of experience.

2009 - Present (10 years)

Wells Fargo Advisors Financial Network LLC

2008 - 2009 (1 years)

Wachovia Securities Financial Network, LLC (11025)

Disclosures

Scott Mackenzie has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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