Michael McGrathCRD Number: 5447089
Current Firm: Umpqua Investments, Inc.
Michael McGrath (CRD# 5447089) is an Investment Advisor Representative working at Umpqua Investments, Inc. in San Francisco, CA and has over 9 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Umpqua Bank||San Francisco, CA||Oct 2013 - Current||3|
|Wells Fargo Advisors LLC||San Francisco, CA||Dec 2012 - Current||4|
|Wells Fargo Bank, N.a.||San Francisco, CA||May 2007 - Current||9|
|Wells Fargo Home Mortgage||San Francsico, CA||May 2012 - Nov 2012||< 1|
|Wells Fargo Advisors LLC||San Francisco, CA||Jan 2011 - Apr 2012||1|
|Wells Fargo Investments, LLC||San Francisco, CA||Oct 2007 - Jan 2011||3|
|Zortal Enterprises, Inc.||Mill Valley, CA||Sep 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI
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