Marcus Williams, financial advisor Bedford TX
89 score

Marcus Williams

CRD Number: 6197058
Current Firm: Wells Fargo Advisors, LLC

Marcus Williams (CRD# 6197058) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Bedford, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Dallas, TX May 2013 - Current 3
Wells Fargo Bank Na Dallas, TX Jun 2010 - Current 6
Unemployed Grand Prairie, TX Jul 2009 - Jun 2010 < 1
Wachovia Dallas, TX Nov 2007 - Jul 2009 1
University Of Texas At Arlington Arlington, TX Aug 2002 - Oct 2008 6
Compass Arlington, TX Aug 2007 - Oct 2007 < 1
Washington Mutual Duncanville, TX May 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Marcus C. Williams
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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