Michael McLean, financial advisor Laguna Niguel CA
70 score

Michael McLean

CRD Number: 5968413
Current Firm: Wells Fargo Advisors, LLC

Michael McLean (CRD# 5968413) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Laguna Niguel, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Laguna Niguel, CA Feb 2014 - Current 2
Wells Fargo Bank Na Laguna Niguel, CA May 2013 - Current 3
Unemployed Rancho Santa Margarita, CA Oct 2012 - May 2013 < 1
Edward Jones Tempe, AZ Jun 2012 - Oct 2012 < 1
Unemployed Rancho Santa Margarita, CA Jan 2012 - Jun 2012 < 1
Pruco Securities, LLC Irvine, CA Aug 2011 - Jan 2012 < 1
The Prudential Insurance Company Of America Irvine, CA Aug 2011 - Jan 2012 < 1
Volt Mission Viejo, CA Oct 2010 - Jul 2011 < 1
Unemployed Rancho Santa Margarita, CA Feb 2010 - Oct 2010 < 1
Rogers And Cowan Los Angeles, CA Nov 2009 - Feb 2010 < 1
Unemployed Rancho Santa Margarita, CA Jan 2007 - Nov 2009 2
Union Bank Of Ca Laguna Hills, CA Sep 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Michael C. McLean
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Michael McLean and other advisors.
BADGES
70

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