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Mark Tasher

49 Years of Experience
Boca Raton, FL
1 DisclosureBroker

Mark Tasher is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 49 years of industry experience. Mark 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
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.

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Location

1675 N Military Trail Ste 500, Boca Raton, FL, 33486

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History

Regulatory History (1)
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
December 1999
Settled
Employment History
Current Registrations
Wells Fargo Advisors
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
May 1984 - July 2003 · 19 yrs 2 mos
Mid-State Securities CORP.Broker
January 1983 - May 1984 · 1 yr 4 mos
Gibraltar Securities CO.Broker
July 1977 - June 1983 · 5 yrs 11 mos
State Registrations25 states
CACOCTDEFLGAHIMAMDMIMONCNHNJNYOHPARISCSDTXUTVAVTWA
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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