Michael Mcquilkin is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Orange, CA, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
701 S Parker St, Ste 2500, Orange, CA, 92868
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns 99% of McQuilkin Wealth Management, LLC and 50% of Gomberg-McQuilkin Wealth Management, LLC, both investment-related. He also serves as trustee for Gomberg-McQuilkin Wealth Management LLC 401k, dedicating minimal time to this role.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 states
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