Mark SargentCRD Number: 2976618
Current Firm: Wells Fargo Advisors, LLC
Mark Sargent (CRD# 2976618) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Clemente, CA and has over 18 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Asset Planning, Inc.
The Tarbox Group, Inc.
|Wells Fargo Advisors LLC||San Clemente, CA||Jan 2011 - Current||5|
|Wells Fargo Investments, LLC||Newoprt Beach, CA||Nov 2009 - Jan 2011||1|
|Chase Investment Services Corp.||Mission Viejo, CA||May 2009 - Oct 2009||< 1|
|Wm Financial Services, Inc.||Mission Viejo, CA||Mar 1999 - Oct 2009||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 1998|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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