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Marc Nettles

41 Years of Experience
Exton, PA
1 DisclosureBroker

Marc Nettles is a registered investment advisor at Wells Fargo Advisors, based in Exton, PA, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

707 Eagleview Blvd, Ste 104 1st Fl, Exton, PA, 19341

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002
Settled
Other Business Activities

Marc is a basketball referee, the owner of Nettles Wealth Management (full-time), and holds power of attorney and executor roles for family members. These family roles require minimal time each month.

Employment History
Current Registrations
Wells Fargo Advisors
September 2019 - Present · 6 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 1999 - September 2019 · 19 yrs 11 mos
Wells Fargo Clearing Services, LLC
February 1995 - September 2019 · 24 yrs 7 mos
First Union Capital Markets CORP.Broker
January 1995 - October 1999 · 4 yrs 9 mos
Prudential Securities IncorporatedBroker
March 1990 - January 1995 · 4 yrs 10 mos
Dean Witter Reynolds INC.Broker
June 1984 - April 1990 · 5 yrs 10 mos
State Registrations20 states
AZCODEFLGAILMAMDMONCNJNVNYPASCTNTXVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Marc Nettles - Financial Advisor | TrueAdvisor