Michael Proud is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 26 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
831 E Morehead St, Ste 460, Charlotte, NC, 28202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael has a 33.33% ownership in Nine Bridge Financial Partners LLC and its 401k, dedicating full-time hours to the former and minimal time to the latter. He also owns rental property with his spouse, spending a few hours per week on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations46 states
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