Peter Mccolgan
Peter Mccolgan is a registered investment advisor at Wells Fargo Advisors, based in Cincinnati, OH, with 38 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8044 Montgomery Rd Ste 570, Towers of Kenwood, Cincinnati, OH, 45236
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2009Customer Dispute
September 1998Customer Dispute
June 1998Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
Fidelity Brokerage Services, INC.Broker
State Registrations35 states
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
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