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Marc Deanthony Vasquez

Investment adviser representative at Wells Fargo Advisors
12 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

12 years in the industry.

  1. Wells Fargo Clearing Services, LLCDec 2025 to now
  2. Wells Fargo Bank, NAAug 2024 to now
  3. Pinnacle BankJul 2024 to Aug 2024
  4. Classic Chevrolet Gmc Buick Car DealershipJun 2024 to Jul 2024
  5. First Financial BankJan 2023 to May 2024
  6. James Hardie Building ProductsJul 2022 to Jan 2023
  7. Hillsboro Community CollegeAug 2020 to May 2024
  8. TargetJul 2020 to Jun 2022
  9. WalmartMar 2020 to Jun 2020
  10. T-mobileAug 2019 to Feb 2020
  11. UnemployedMay 2019 to Jul 2019
  12. H-e-bJan 2018 to Apr 2019
  13. Taco BellOct 2016 to Sep 2017
  14. Cleburne High SchoolAug 2014 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (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
8196555
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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