MF
CFP
MF
CFP

Mark Flores

31 Years of Experience
Chesapeake, VA
Broker

Mark Flores is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chesapeake, VA, with 31 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

3936 Portsmouth Blvd, Chesapeake, VA, 23321

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
May 2003 - Present · 23 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2003 - Present · 23 yrs 5 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
August 1997 - May 2003 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1997 - May 2003 · 5 yrs 10 mos
Prudential Securities IncorporatedBroker
November 1994 - July 1997 · 2 yrs 8 mos
State Registrations37 states
ALAZCACOCTDCFLGAIDILINKSKYLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHORPASCTNTXVAWAWIWV
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.
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