Marc Zarro is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Yardley, PA, with 26 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.
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
1010 Stony Hill Rd Ste 100, [Ih-Rbo], Yardley, PA, 19067
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Regulatory History (1)
Customer Dispute
December 2018Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Investment Professionals, INC.Broker
Penn Investment Advisors, INC.
Eagleview Securities, INCBroker
Sunbelt Securities, INC.Broker
Longview Capital Management LLC
Evolve Securities, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations15 states
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
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