Michael Schames, financial advisor Medford OR
93 score

Michael Schames

CRD Number: 1340147
Current Firm: Wells Fargo Advisors, LLC

Michael Schames (CRD# 1340147) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Medford, OR and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Medford, OR May 2009 - Current 7
Dean Witter Reynolds Inc. San Mateo, CA Apr 1989 - Current 27
Wachovia Securities, LLC Redwood Shores, CA Jan 2008 - May 2009 1
A.g. Edwards Redwood Shores, CA Aug 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
Contact Info for Michael S. Schames
Phone Number: 314-875-3000
Registered State(s):
  • OR
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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