Guy Mcbride
Guy Mcbride is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 15 years of industry experience. Guy 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
6000 Fairview Rd 8th Fl, [Support Center], Charlotte, NC, 28210
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2018Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
PNC Investments
PNC InvestmentsBroker
Vanguard Marketing CorporationBroker
State Registrations6 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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