Mark Pliner
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2022 to now
- Citizens Securities, Inc.Aug 2020 to Apr 2022
- MML Investors Services, LLCJan 2019 to Aug 2020
- Massmutual Life Insurance CoNov 2018 to Aug 2020
- Princeton Global Asset Management, LLCAug 2018 to Nov 2018
- Bank of America, N.A.Oct 2012 to Aug 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6131627
- Firm CRD
- 19616