Willem MarxCRD Number: 5282655
Current Firm: Wells Fargo Advisors, LLC
Willem Marx (CRD# 5282655) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sarasota, FL and has over 10 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Wells Fargo Advisors LLC||Tampa, FL||May 2009 - Current||7|
|Wachovia Securities, LLC||Tampa, FL||Mar 2009 - May 2009||< 1|
|Banc Of America Investment Services, Inc.||St. Petersburg, FL||Jan 2007 - Jan 2009||2|
|Bank Of America, N.a.||St. Petersburg, FL||Jan 2007 - Jan 2009||2|
|Self Employed||Seminole, FL||Nov 2006 - Jan 2007||< 1|
|Health International Corporation||St. Petersburg, FL||Mar 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
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
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