Primerica Advisors
43yrs
Top advisor by experience in Largo
14yrs
Mark Peterman
Financial advisor at Wells Fargo Advisors
Based in Largo, Florida, Mark Peterman is a fiduciary financial advisor with 14 years of industry experience. Mark has been with Wells Fargo Advisors since 2012. 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 74 advisors with offices in Largo, and one of 66 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office14147 Walsingham Rd, Largo, FL 33774
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 66Uniform Combined State Law Examination
Career
- 2012 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Mark’s local office at (727) 538-4575 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Mark Peterman.
How long has Mark been a financial advisor?
Mark has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Mark hold?
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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