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Marc Irion

Wells Fargo Advisors
29 Years of Experience
Fort Myers, FL
4 DisclosuresBroker
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Marc Irion is a registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 29 years of industry experience. Marc 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 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.

View Full SEC Brochure

Location

13515 Bell Tower Dr Ste 100, Fort Myers, FL, 33907

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History

Regulatory History (4)
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
April 2010
Settled
Customer Dispute
July 2005
Denied
Customer Dispute
June 2004
Settled
Customer Dispute
September 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Marc has a 10% ownership as a silent partner in Pretzel Logic UK Limited, LLC since 2009, requiring minimal time. He also holds power of attorney for his father since 2022, dedicating minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
February 2020 - Present · 6 yrs 8 mos
Wells Fargo Advisors
February 2020 - Present · 6 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
May 2010 - February 2020 · 9 yrs 9 mos
UBS Financial Services INC.Broker
January 2009 - February 2020 · 11 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley Dw INC.Broker
August 1997 - April 2007 · 9 yrs 8 mos
State Registrations16 states
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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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