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Mark Manchester

37 Years of Experience
Edmonds, WA
1 DisclosureBroker

Mark Manchester is a registered investment advisor at Wells Fargo Advisors, based in Edmonds, WA, with 37 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

Waterfront Park Bldg 144 Railroad Ave, Ste 225, Edmonds, WA, 98020

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History

Regulatory History (1)
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Criminal
March 1984
Final Disposition
Other Business Activities

Mark has a 5.99% ownership and is a board member of Bardahl Manufacturing Corporation, attending director's meetings (minimal time commitment). He also has 100% ownership of Manchester Asset Management, LLC, dedicating about a quarter of his time to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2017 - Present · 9 yrs 1 mo
Wells Fargo Advisors
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
August 2008 - June 2017 · 8 yrs 10 mos
RBC Capital Markets, LLCBroker
August 2008 - June 2017 · 8 yrs 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - August 2008 · 1 yr 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - August 2008 · 1 yr 4 mos
Morgan Stanley
January 1998 - April 2007 · 9 yrs 3 mos
Morgan Stanley Dw INC.Broker
June 1997 - April 2007 · 9 yrs 10 mos
Waddell & Reed, INC.Broker
June 1988 - May 1997 · 8 yrs 11 mos
State Registrations8 states
AZCACOIDILORSCWA
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.