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Marie Lomibao

26 Years of Experience
Bethesda, MD
Broker

Marie Lomibao is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 26 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

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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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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Other Business Activities

Marie owns 72JOYS LLC since March 2023. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors
December 2016 - Present · 9 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Morgan Stanley
August 2013 - December 2016 · 3 yrs 4 mos
Morgan StanleyBroker
August 2013 - December 2016 · 3 yrs 4 mos
Campbell Wealth Management, INC.
October 2012 - November 2012 · 1 mo
LPL Financial LLCBroker
February 2012 - November 2012 · 9 mos
Suntrust Investment Services, INC.
May 2006 - May 2011 · 5 yrs
Suntrust Investment Services, INC.Broker
January 2006 - May 2011 · 5 yrs 4 mos
Wachovia Securities, LLCBroker
October 2000 - January 2006 · 5 yrs 3 mos
First Union Brokerage Services, INC.Broker
October 1997 - October 2000 · 3 yrs
State Registrations28 states
AZCACTDCDEFLGAILINKSMAMDMEMNMONCNJNVNYORPASCTNTXUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.