David Marion
David Marion is a registered investment advisor at Wells Fargo Advisors, based in Mount Pleasant, SC, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Mount Pleasant, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2014Other Business Activities
David co-owns rental property in Highlands, NC, and spends minimal time on it. He is also a notary public and owns Marion Wealth Management Group LLC, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wachovia Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations19 states
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