Marcy Poehls, financial advisor Ogden UT
93 score

Marcy Poehls

CRD Number: 1326662
Current Firm: Wells Fargo Advisors, LLC

Marcy Poehls (CRD# 1326662) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Ogden, UT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Salt Lake City, UT May 2009 - Current 7
Wachovia Securities, LLC Salt Lake City, UT Dec 2002 - May 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
Contact Info for Marcy C. Poehls
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
93
Clean Record
This advisor has a clean track record with regulators.

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