Max MahlerCRD Number: 5995454
Current Firm: Wells Fargo Clearing Services, LLC
Max Mahler (CRD# 5995454) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Fayetteville, AR and has over 6 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Fayetteville, AR||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||Fayetteville, AR||Oct 2011 - Nov 2016||5|
|Pack Rat Outdoor Center||Fayetteville, AR||May 2005 - Oct 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY