Lena
Mcquillen

Bailard, Inc

CRD#4240883
Investment Advisor
in San Mateo, CA

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About this Advisor

Lena Mcquillen is a certified financial planner who works in San Mateo, California who has 2 years of industry experience. Mcquillen currently works for Bailard, Inc. Their career trajectory has included roles at Bailard Inc and Wells Fargo Private Investment Advisors, LLC. Mcquillen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California. Bailard, Inc is a business that has its headquarters in San Mateo, CA. It has a total of 62 people on staff. It administers $6 billion in total assets across its 2,268 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 2,268 accounts, 72% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial advisory fees typically are based on the services. However, fee types billed by Bailard, Inc likely include some blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

950 Tower Ln Ste 1900
San Mateo, CA 94404-2131

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Bailard, Inc Brokerage Details

Total Assets Under Management

$5,504,752,654

CA Average: $7,578,581,321
Total Number of Employees

62

CA Average: 43
Total Number of Accounts

2,268

CA Average: 3,727
Average Account Size

$2,427,140

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Lena Mcquillen Work History

Lena has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Bailard Inc

2007 - 2020 (13 years)

Wells Fargo Private Investment Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lena Mcquillen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bailard, Inc

Osman Akgun
San Mateo, CA
Annalise Durante
Vail, CO
Bradley Larson
San Mateo, CA
Linda Beck
San Mateo, CA
Benjamin Lathrop
San Mateo, CA
Noah Holmes
San Mateo, CA
Adam Gerken
San Mateo, CA
Austin Lastinger
San Mateo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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