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Christopher Macleod

39 Years of Experience
Midland, TX
1 DisclosureBroker

Christopher Macleod is a registered investment advisor at Wells Fargo Advisors, based in Midland, TX, 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

24 Smith Rd, Ste 275, Midland, TX, 79705

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History

Regulatory History (1)
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Customer Dispute
December 2016
Denied
Other Business Activities

Christopher is the managing member of Finet Practice through Sonse Securities Advisors LLC and owns Sonse Wealth Management, LLC. He also has a personal residence oil lease and is a trustee for Sonse Wealth Management's PSP and 401K, and owns 93% of Sonse Wealth Management LP.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2019 - Present · 7 yrs 4 mos
Wells Fargo Advisors
May 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2008 - May 2019 · 10 yrs 7 mos
Wells Fargo Clearing Services, LLC
October 2008 - May 2019 · 10 yrs 7 mos
Citigroup Global Markets INC.
July 1993 - November 2008 · 15 yrs 4 mos
Citigroup Global Markets INC.Broker
July 1993 - November 2008 · 15 yrs 4 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
March 1987 - February 1988 · 11 mos
State Registrations15 states
AZCOILLAMAMIMOMSNMNVOKORTXVTWY
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.