Mark Sloan, financial advisor Myrtle Beach SC
93 score

Mark Sloan

CRD Number: 1282973
Current Firm: Wells Fargo Advisors, LLC

Mark Sloan (CRD# 1282973) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Myrtle Beach, SC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Myrtle Beach, SC May 2009 - Current 7
Wachovia Securities, LLC Myrtle Beach, SC Jan 2008 - May 2009 1
A.g. Edwards Myrtle Beach, SC Apr 1984 - Jan 2008 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Mark A. Sloan
Phone Number: 314-875-3000
Registered State(s):
  • SC
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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