Mark OwensCRD Number: 702695
Current Firm: Wells Fargo Clearing Services, LLC
Mark Owens (CRD# 702695) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in The Woodlands, TX and has over 42 years of experience in the finance industry.
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
Worthwise Financial Partners
|Wells Fargo Clearing Services, LLC||Spring, TX||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Spring, TX||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1979|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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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