Marc AlportCRD Number: 1567225
Current Firm: Wells Fargo Clearing Services, LLC
Marc Alport (CRD# 1567225) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Portland, OR and has over 35 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Portland, OR||Nov 2016 - Current||5|
|Wells Fargo Advisors, LLC||Portland, OR||Feb 2016 - Nov 2016||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Feb 2016||1|
|Morgan Stanley Smith Barney||Portland, OR||Jun 2009 - Feb 2016||6|
|Citigroup Global Markets, Inc.||Portland, OR||Jun 2008 - Feb 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1986|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
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 Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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