Primerica Advisors
43yrs
Top advisor by experience in Ellicott City
15yrs
Charles Marks
Financial advisor at Marks Wealth Management
Based in Ellicott City, Maryland, Charles Marks is a fiduciary financial advisor with 15 years of industry experience. Charles joined Marks Wealth Management in 2020, after five years at Wells Fargo Advisors and four years at Merrill. Marks Wealth Management offers financial planning and investment management and is paid through a percentage of assets.
One of 105 advisors with offices in Ellicott City, and one of 97 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 51% of advisors in Ellicott City
Office11690 Frederick Rd, Ellicott City, MD 21042
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.45 million
Advisors at the firm4
States licensed ?2 states
Services through Marks Wealth Management
Financial planningInvestment management for individuals and small businesses
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
- 2020 – nowMarks Wealth ManagementCurrent firm
- 2015 – 2020Wells Fargo Clearing Services, LLCPreviously
- 2011 – 2015MerrillPreviously
Contact Charles
(410) 934-1199Marks Wealth Management main office 11690 Frederick RdEllicott City, MD 21042Office · Get directions LinkedIn pageMarks Wealth Management
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Questions to ask Charles
Tailored to Charles’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Charles
How do I contact Charles?
Call Marks Wealth Management at (410) 934-1199 and ask for Charles Marks. Charles works from the Ellicott City, MD office.
How long has Charles been a financial advisor?
Charles has been in the industry since 2011, about 15 years. More experience than 51% of advisors in Ellicott City.
What licenses does Charles hold?
Series 66. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
Marks Wealth Management reports being paid by a percentage of the assets they manage. Ask Charles 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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