Mark Douglas Williams
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2023 to now
- Wells Fargo Bank, NANov 2021 to now
- Bds SolutionsSep 2021 to Oct 2021
- American Force Coffee Co.Jun 2021 to Aug 2021
- UnemployedMar 2021 to Jun 2021
- Market SourceSep 2017 to Mar 2021
- State Farm InsuranceJun 2017 to Aug 2017
- UnemployedApr 2017 to Jun 2017
- StaplesNov 2016 to Apr 2017
- Bray and ScarffOct 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7715355
- Firm CRD
- 19616