Christine Marshall

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

• 12/2023 → Present
  Wells Fargo Clearing Services, Llc
  Arvada, CO
• 12/2013 → Present
  Wells Fargo Bank, Na
  Arvada, CO

Other Businesses

HANK & KOTA, INV RELATED, DENVER, CO, 100% OWNERSHIP, START: 9/1/23, 1 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY HOLDER;

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-18

Other Names

• Chris Ann Bishop
• Christine Anderson Bishop
• Christine Anderson Marshall