Best Investors Account Sign in

James Nicholas Mcglue

Wells Fargo Advisors Financial Network, LLC

Bozeman, MT

CRD 7260636

Claim This Profile
Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-04-21
  • MT RA
    APPROVED
    Since 2023-04-21

Branch Locations

1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 06/2020 Present
High Point University High Point NC 08/2016 05/2020
M&T Bank Getzville NY 06/2017 08/2017
Eviction Support Services Freehold NJ 05/2018 08/2018
Max's Bar And Grill Long Branch NJ 05/2019 08/2019
Unemployed West Long Branch NJ 05/2020 06/2020
National Field Network Now Llc Freehold NJ 05/2018 05/2018
Bank Of America, N.A. Hunt Valley MD 08/2021 02/2023
Wells Fargo Advisors Financial Network, Llc Bozeman MT 02/2023 Present
  • 06/2020 → Present
    Hunt Valley, MD
  • 08/2016 → 05/2020
    High Point University
    High Point, NC
  • 06/2017 → 08/2017
    M&T Bank
    Getzville, NY
  • 05/2018 → 08/2018
    Eviction Support Services
    Freehold, NJ
  • 05/2019 → 08/2019
    Max's Bar And Grill
    Long Branch, NJ
  • 05/2020 → 06/2020
    Unemployed
    West Long Branch, NJ
  • 05/2018 → 05/2018
    National Field Network Now Llc
    Freehold, NJ
  • 08/2021 → 02/2023
    Bank Of America, N.A.
    Hunt Valley, MD
  • 02/2023 → Present
    Bozeman, MT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-18
  • S66 Uniform Combined State Law Examination
    2021-05-18
Other Names
  • James Mcglue

View on SEC IAPD

More in Bozeman, MT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor