Christopher Marsh
Investment adviser representative at Wells Fargo Advisors
17 yearsExperience
4 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
17 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2022 to now
- Truist Advisory Services, Inc.Mar 2021 to Jun 2022
- Truist Investment Services, Inc.Feb 2021 to Jun 2022
- Bb&t Securities, LLCJul 2018 to Jun 2022
- Capital Investment Advisory Services, LLCJul 2016 to Jul 2018
- Capital Investment Brokerage, Inc.Jul 2016 to Jul 2018
- Founders Group InternationalMay 2009 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (NC, NY, SC, 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
- 6183724
- Firm CRD
- 19616