Adam Marr is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Newport News, VA, with 18 years of industry experience. Adam 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
11817 Canon Blvd Ste 100, Newport News, VA, 23606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam holds a CPA license and owns RBE Properties, LLC with his spouse to hold personal real estate, dedicating about a quarter of his time. He also serves as trustee for his father's trust and executor for his father's estate, spending about 10-20% of his time on each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations23 states
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Exams
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