Michael
Gage

Wells Fargo Clearing Services, LLC

CRD#2515635
Investment Advisor
in Dallas, TX
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About this Advisor

Michael Gage is a certified financial planner whose office is in Dallas, Texas. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, Gage has 15 years of practice as an investment advisor. Gage maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Gage is able to work with investors based out of Texas. Over the course of their career, Gage has held roles at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Dallas, Texas, and has 6,557 additional locations in the country. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 accounts and employs more than 26,409 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Wells Fargo Clearing Services, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8115 Preston Rd Ste 300
Dallas, TX 75225

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

TX Average: $11,469,110,461
Total Number of Employees

26,409

TX Average: 458
Total Number of Accounts

1,432,715

TX Average: 33,415
Average Account Size

$330,143

TX Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Michael Gage Work History

Michael has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

Michael Gage has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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