Mark E Lebida
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
CFADesignation
$671.4BFirm assets
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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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2025 to now
- Purshe Kaplan Sterling InvestmentsMay 2021 to Dec 2024
- Journey Strategic Wealth LLCFeb 2021 to Jul 2025
- Avestar Capital, LLCApr 2017 to May 2021
- Moody's AnalyticsFeb 2017 to Apr 2017
- UnemployedJul 2016 to Feb 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 4943261
- Firm CRD
- 19616