Aaron Edward Marks

Wells Fargo Advisors

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement Planning

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

14263 advisors

Number of Clients

1,327,695 clients

Average Client Portfolio

$456K average

Assets Under Management

$606.0B

Location

5 Park Plaza 19th & 20th Fls, [Lt/Sb/Sg-Rbo], Irvine, CA, 92614

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wells Fargo Advisors

September 2017 - Present · 8 yrs 5 mos

Wells Fargo Clearing Services, LLC

September 2017 - Present · 8 yrs 5 mos

Wells Fargo Clearing Services, LLCBroker

September 2017 - Present · 8 yrs 5 mos

Previous Registrations

Citi Private Advisory, LLCBroker

March 2017 - September 2017 · 6 mos

Citigroup Global Markets INC.

February 2013 - September 2017 · 4 yrs 7 mos

Citigroup Global Markets INC.Broker

November 2012 - September 2017 · 4 yrs 10 mos

State Registrations24 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.