Michael Dare, financial advisor Westlake Village CA
90 score

Michael Dare

CRD Number: 5916814
Current Firm: Wells Fargo Advisors, LLC

Michael Dare (CRD# 5916814) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Westlake Village, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Westlake Village, CA Jan 2014 - Current 2
Unemployed Westlake Village, CA Nov 2013 - Jan 2014 < 1
J.p. Morgan Securities LLC Granada Hills, CA Oct 2012 - Nov 2013 1
Chase Investment Services Corp Granada Hills, CA Mar 2012 - Oct 2012 < 1
Jp Morgan Chase Granada Hills, CA Aug 2011 - Oct 2012 1
Metlife Securities Inc. Westlake Village, CA May 2011 - Aug 2011 < 1
Unemployed Simi Valley, CA Jul 2010 - May 2011 < 1
Self Employed Orange, Sep 2003 - Jul 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Michael T. Dare
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
90
Clean Record
This advisor has a clean track record with regulators.

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