John Mcaulay is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Cary, NC, with 24 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
150 Preston Executive Drive Suite #201, [Satellite], Cary, NC, 27513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates under the DBAs "John McAulay, CFP" since 2009 and "McAulay Financial" since 2017, both related to his LPL business. The latter takes nearly full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations13 states
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