Michael McLean (CRD# 5968413) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Newport Beach, CA and has over 6 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
CRD# 4504995
Jst Investment Consulting
Score
105
CRD# 6556257
Rs Crum Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | Laguna Niguel, CA | Nov 2016 - Current | 1 |
| Wells Fargo Bank Na | Laguna Niguel, CA | May 2013 - Current | 4 |
| Wells Fargo Advisors LLC | Laguna Niguel, CA | Feb 2014 - Nov 2016 | 2 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
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
- CA
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Total Assets Under Management409,716MILLIONS
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Total Number of Accounts1,359,521ACCOUNTS
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Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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