Marc A. Ackerman
IFC ADVISORS LLC | Managing Director - Investments, Private Wealth Financial Advisor at IFC Private Wealth Management Group of Wells Fargo Advisors
LOS ANGELES, CA 90025
Some features on this profile are disabled
CRD#: 3278937
Professional summary
Marc Allen Ackerman is a registered financial advisor currently at IFC ADVISORS LLC located in Los Angeles, California.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Marc has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Marc Ackerman is dedicated to helping ultra-high-net-worth families integrate their unique values into their wealth plans and portfolios. He is passionate about serving others and making a purposeful impact on families and communities.
Helping clients achieve personal fulfillment and prepare for critical financial events is at the core of Marc’s wealth management practice. He advises clients on all aspects of estate planning strategies, wealth transfers, and philanthropic pursuits. Marc examines global macroeconomics, current market conditions and valuations, as well as each client’s individual circumstances when constructing a portfolio.
Prior to joining Wells Fargo Advisors, Marc served as Senior Vice President and Senior Investment Management Consultant at Morgan Stanley Smith Barney. He is a graduate of the University of California, Santa Barbara and serves on the school’s Department of Economics Board of Advisors.
Marc also serves on the Board of Directors of the Los Angeles Fire Department Foundation, the Gospel Music Association (GMA) Foundation, and Hope Heals in Atlanta. Marc regularly speaks about investment planning and stewardship at churches, conferences, and universities.
Question & Answer
What are your service offerings?
Retirement planning,
Retirement Income Strategies,
Investment management,
Estate planning,
Insurance planning,
Business planning,
Education Savings,
Access to Credit & Lending Ser...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
IFC WEALTH MANAGEMENT, LLC, INVT RELATED, LOS ANGELES, CA, 100% OWNERSHIP, START DATE 6/12/2024, 200 HRS PER MONTH, 130 HRS DURING TRADING, FEE ONLY RIA.
CRS (Client Relationship Summary) - RIA
Click below to view Marc Allen Ackerman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 6, 2024 - Present
IFC ADVISORS LLC
Office #1: 11601 Wilshire Blvd Suite 1725, Los Angeles, CA 90025RIA
CRD#: 332157
LOS ANGELES, CA
Past
November 29, 2012 - November 13, 2024
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LOS ANGELES, CA
Past
November 29, 2012 - November 13, 2024
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LOS ANGELES, CA
Past
June 1, 2009 - December 10, 2012
MORGAN STANLEY
RIA
CRD#: 149777
BEVERLY HILLS, CA
Past
June 1, 2009 - December 10, 2012
MORGAN STANLEY
BD
CRD#: 149777
BEVERLY HILLS, CA
Past
October 19, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
BEVERLY HILLS, CA
Past
October 19, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BEVERLY HILLS, CA
Past
May 15, 2001 - October 22, 2007
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
BEVERLY HILLS, CA
Past
May 2, 2001 - October 22, 2007
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
BEVERLY HILLS, CA
Past
July 24, 2000 - May 2, 2001
WELLS FARGO SECURITIES INC.
BD
CRD#: 17438
SAN FRANCISCO, CA
Past
October 4, 1999 - July 25, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
IFC ADVISORS LLC
IFC ADVISORS LLC
CRD#: 332157 / SEC#: 801-130735
RIA
Registered Investment Advisory firm - (7/24/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IA
IFC ADVISORS LLC
IFC ADVISORS LLC
CRD#: 332157 / SEC#: 801-130735
RIA
Registered Investment Advisory firm - (7/24/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
11601 Wilshire Blvd Suite 1725, Los Angeles, CA 90025
Mailing Address
Phone number
(310) 596-1250
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,901 |
| AUM (Assets Under Management) | $ 2,336,846,478 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IFC ADVISORS LLC
Managing Director - Investments, Private Wealth Financial Advisor at IFC Private Wealth Management Group of Wells Fargo AdvisorsCRD#: 332157Los Angeles, CA 90025TRUST BUT VERIFY
Monitor Marc Ackerman
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
