Colleen Magee, financial advisor San Diego CA
93 score

Colleen Magee

CRD Number: 4516441
Current Firm: Wells Fargo Advisors, LLC

Colleen Magee (CRD# 4516441) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Diego, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Escondido, CA Jan 2011 - Current 5
Wells Fargo Bank Na Escondido, CA Jul 1993 - Current 23
Wells Fargo Investments LLC Escondido, CA Mar 2002 - Jan 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Colleen J. Magee
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

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

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