Marsha Toney Carver

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Morganton, NC
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Morganton, NC

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; MORGANTON,NC; 100% OWNERSHIP; START DATE 04/01/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY - 134 WEST UNION STREET ; INV RELATED;MORGANTON,NC; RETAIL RENTAL PROPERTY;50% OWNERSHIP; START DATE: 9/1/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-13
• S63 Uniform Securities Agent State Law Examination
  2000-02-29

Other Names

• Marsha Dawn Toney