ME
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Michael Eastburn

39 Years of Experience
West Yarmouth, MA
2 DisclosuresBrokerSells Insurance

Michael Eastburn is a registered investment advisor at Wells Fargo Advisors, based in West Yarmouth, MA, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

West Yarmouth, MA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2002
Settled
Customer Dispute
November 1998
Final
Other Business ActivitiesSells Insurance

Michael is a board member of Seavern House Condo Association, dedicating minimal time to oversight and discussions. He also owns 100% of Eastburn Wealth Management, LLC, a wealth management advisory firm, which is a full-time commitment. Michael is also a financial advisor for Princeton Harriman Insurance Solutions, dedicating a few hours per week to insurance business.

Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
January 2023 - Present · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2009 - January 2023 · 13 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2003 - January 2023 · 19 yrs 6 mos
Prudential Securities IncorporatedBroker
February 1990 - July 2003 · 13 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1987 - February 1990 · 3 yrs
State Registrations31 states
AKAZCACOCTDCDEFLGAHIINKYMAMDMNMOMTNCNHNJNMNVNYOHPASCTXUTVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Eastburn - Financial Advisor | TrueAdvisor