WiserAdvisor
Featured Business Business Profile Advertise
Walnut Creek Financial Advisors
Gary E. Mills - Certified Financial Planner - Wells Fargo Advisors
2033 North Main St Suite 600
Walnut Creek, CA 94596
(925) 478-4390
Visit Website
Advisor Profile
Name:  Gary Mills
Phone Number:  (925) 478-4390
Website:  Visit Website
Research This Advisor
Request More Information
Services:
First name:
Last name:
Email:
Phone: -
Best Time:

Business Description

As a Financial Advisor and Certified Financial Planner (CFP) with over 20 years of experience, I understand that each client is different - from a new investor to one with years of experience - and I appreciate your individual circumstances.

At Wells Fargo Advisors, we offer our clients access to some of the world's most powerful resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs - listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.

Contact me direct at (925) 746-7266 , if you would like me to help you develop strategies that are a good fit for your financial goals.
 

General Information

Gender:    Male
CRD#:    1787745
States Licensed in:    ar,az,ca,co,ct,mo,nv,or,pa,tx,wa,wi
Years of Experience in Financial Services:    22
Number of Years with Current Firm:    1
Work Experience:    1988-1999 Merrill Lynch
Vice President
1999-2009 UBS Financial Svcs
Certified Financial Planner
First Vice President
2009-pres Wells Fargo Advisors
Certified Financial Planner
First Vice President
I work with the following types of clients:    Individual Investors
 

Education

Academic Background
 
Cal State East Bay, BS Finance
Kaplan University , Certified Financial Planner
 

Services

Investment Types:    Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Commodities, Mutual Funds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 6, Series 7, Series 63, Series 66
Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Variable Life, Annuity, Life
Non-Financial Organization Memberships:    Alamo Chamber of Commerce
Exchange Club of San Ramon Valley
Mustang Soccer Coach
SRVGAL Coach
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
I work with clients as part of a team:    Yes
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    .50%-1.50%
 
 
 
Prepared By: Gary Mills