Mark Mahon
Investment adviser representative at Wells Fargo Advisors
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$671.4BFirm assets
Are you Mark Mahon? Claim your profile
Contact this firm
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
17 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2026 to now
- UBS Financial Services IncApr 2022 to May 2026
- UnemployedApr 2021 to Apr 2022
- Braden's Hope for Childhood CancerNov 2019 to Nov 2021
- Ivy Distributors, IncDec 2009 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 4571942
- Firm CRD
- 19616