Magdalena Alcan, financial advisor Bethesda MD
93 score

Magdalena Alcan

CRD Number: 5450719
Current Firm: Wells Fargo Advisors, LLC

Magdalena Alcan (CRD# 5450719) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Bethesda, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Bethsda, MD May 2009 - Current 7
Wachovia Securities LLC Bethsda, MD Nov 2007 - May 2009 1
John Menkart Potomac, MD Sep 2006 - Oct 2007 1
Yoga Bugs London, May 2006 - Aug 2006 < 1
Fenella Lindsell London, Sep 2004 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Magdalena M. Alcan
Phone Number: 314-875-3000
Registered State(s):
  • MD
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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