Marcus Allen, financial advisor Scottsdale AZ
93 score

Marcus Allen

CRD Number: 1892722
Current Firm: Wells Fargo Advisors, LLC

Marcus Allen (CRD# 1892722) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Phoenix, AZ Dec 2011 - Current 5
Charles Schwab & Company, Inc. Phoenix, AZ Apr 2011 - Dec 2011 < 1
Randstad Managed Services Phoenix, AZ Nov 2010 - Apr 2011 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale, AZ Oct 2009 - Nov 2010 1
Banc Of America Investment Services, Inc. Scottsdale, AZ Aug 2009 - Oct 2009 < 1
Unemployed Tempe, AZ Jul 2009 - Aug 2009 < 1
Ge Money Bank - Credit Card Services Tempe, AZ May 2009 - Jun 2009 < 1
Sheppard Security Phoenix, AZ Apr 2009 - May 2009 < 1
Unemployed Tempe, AZ Feb 2009 - Apr 2009 < 1
Charles Schwab & Company, Inc. Phoenix, AZ Jan 2008 - Feb 2009 1
Countrywide Investment Services, Inc. Chandler, AZ Jun 2006 - Dec 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Marcus N. Allen
Phone Number: 314-875-3000
Registered State(s):
  • AZ
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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