Mark Molina, financial advisor Sebastopol CA
90 score

Mark Molina

CRD Number: 6085048
Current Firm: Wells Fargo Advisors, LLC

Mark Molina (CRD# 6085048) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sebastopol, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Brian Breen, financial advisor Sebastopol CA
Brian J. Breen
CRD# 4731645
Jacobson & Breen Wealth Management, LLC
Score
101
Similar Advisors
Russell Albright, financial advisor Sebastopol CA
Russell B. Albright
CRD# 2692363
Albright Investment Management LLC
Score
100
Similar Advisors
Gerard Gloisten, financial advisor Sebastopol CA
Gerard P. Gloisten
CRD# 2579962
Western International Securities
Score
100
Company Name Location Dates Years
Wells Fargo Advisors, LLC Santa Rosa, CA Aug 2014 - Current 2
Edward Jones St Louis, MO Jul 2012 - Aug 2014 2
Mariplosa County Unified School District Mariposa, CA Aug 2011 - Jul 2012 < 1
Ukiah Unified School District Ukiah, CA Jul 2010 - Aug 2011 1
San Jose Unified School District San Jose, CA Jul 2009 - Jun 2010 < 1
Petaluma City Schools Petaluma, CA Sep 2007 - Jun 2009 1
Visalia Unified School District Visalia, CA Jul 2002 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Mark C. Molina
Phone Number: 314-875-3000
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from Mark Molina and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.