Marcus Antonio Mcchriston
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Bank, NAOct 2025 to now
- Wells Fargo Clearing Services, LLCOct 2025 to now
- Amazon.comFeb 2022 to now
- JP Morgan Chase Bank, N.A.Jan 2023 to Oct 2025
- JP Morgan Securities, LLCJan 2023 to Oct 2025
- Wells Fargo Clearing Services, LLCNov 2018 to May 2021
- Wells Fargo NAMay 2017 to Dec 2022
- Iberia Bank CorporationOct 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4370783
- Firm CRD
- 19616