How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Marc

ADVISOR PERSONAL BIO

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.

ADVISOR PROFILE

Services Offered

Retirement planning,

Retirement Income Strategies,

Investment management,

Estate planning,

Insurance planning,

Business planning,

Education Savings,

Access to Credit & Lending Services Available Through Affiliates**

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.

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