Bruce Mcmillan
Bruce Mcmillan is a registered investment advisor at Wells Fargo Advisors, based in San Francisco, CA, with 45 years of industry experience. Bruce 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
555 California St 24th Fl, San Francisco, CA, 94104
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Regulatory History (1)
Criminal
July 1973Other Business Activities
Bruce serves as co-trustee for his father's trust, executor for his brother's estate, and trustee for multiple family trusts. He is also an investment committee member for St. Andrew's Society of San Francisco, dedicating a few hours per week to this role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Winthrop Securities CO., INC.Broker
Brae Securities CorporationBroker
Itel Securities CorporationBroker
State Registrations18 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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