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Advisors / Oregon / Medford
34yrs

Mark Hines

Financial advisor at Wells Fargo Advisors

Mark Hines is a fiduciary financial advisor in Medford, Oregon, with 34 years in the industry. Mark joined Wells Fargo Advisors in 2010, after two years at Morgan Stanley and two years at Morgan Stanley & Co.. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 117 advisors with offices in Medford, and one of 112 fiduciaries.

Medford, OR 97504Top 9% by experience in MedfordFiduciary advisor

At a glance

Experience34 years (since 1993)
How that compares ?Top 9% by experience in Medford
Office3232 Hillcrest Park Drive, Medford, OR 97504
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2010 – now
  2. Jun 2009 – Dec 2010
    Morgan StanleyPreviously
  3. Aug 2007 – Jun 2009
    Morgan Stanley & Co. LLCPreviously

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Mark

How do I contact Mark?

Call Wells Fargo Advisors at (314) 875-3000 and ask for Mark Hines. Mark works from the Medford, OR office.

How long has Mark been a financial advisor?

Mark has been in the industry since 1993, about 34 years. Top 9% by experience in Medford.

What licenses does Mark hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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