Ward
Marslender I I I

Wells Fargo Advisors Financial Network, LLC

CRD#5239680
Investment Advisor
in Raleigh, NC
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About this Advisor

Ward Marslender I I I is a certified financial planner who works in Raleigh, North Carolina, with a total of 10 years in the industry. Marslender I I I currently works for Wells Fargo Advisors Financial Network, LLC. The advisor has gained experience at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network, LLC. Marslender I I I maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina and Texas. Wells Fargo Advisors Financial Network, LLC is a registered investment business that has its headquarters in Raleigh, North Carolina. The firm has offices in 729 locations and a total of 1,997 people on staff. It oversees $49 billion in assets across its 149,098 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 763 charitable organizations. Of its 149,098 client accounts, 41% are held by high-net-worth clients who have greater than $1 million in investable assets. 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 fees typically depend on the type of services. However, fee types billed by Wells Fargo Advisors Financial Network, LLC likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, 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

No

Office Location

3101 Glenwood Ave Ste 213
Raleigh, NC 27612

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$49,150,005,551

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

1,997

NC Average: 458
Total Number of Accounts

149,098

NC Average: 33,415
Average Account Size

$329,649

NC 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

Ward Marslender I I I Work History

Ward has 10 years of experience.

2013 - Present (6 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Ward Marslender I I I has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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