Marc AckermanCRD Number: 3278937
Current Firm: Wells Fargo Clearing Services, LLC
Marc Ackerman (CRD# 3278937) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Los Angeles, CA and has over 22 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Wells Fargo Clearing Services, LLC||Beverly Hills, CA||Nov 2016 - Current||5|
|Wells Fargo Advisors||Beverly Hills, CA||Nov 2012 - Nov 2016||4|
|Morgan Stanley Smith Barney||Beverly Hills, CA||Jun 2009 - Nov 2012||3|
|Citigroup Global Markets, Inc.||Beverly Hills, CA||Oct 2007 - Nov 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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
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