Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
25yrs
Mark Pearson
Financial advisor at Wells Fargo Advisors
Based in Boca Raton, Florida, Mark Pearson is a fiduciary financial advisor with 25 years of industry experience. Mark has been with Wells Fargo Advisors since 2024. 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 1650 advisors with offices in Boca Raton, and one of 1498 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
OfficeOne Town Center Road Suite 660, Boca Raton, FL 33486
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
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.
Career
- Oct 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2019 – 2024Wells Fargo Clearing Services, LLCPreviously
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 Wells Fargo Advisors at 314-875-3000 and ask for Mark Pearson. Mark works from the Boca Raton, FL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.
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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