Michael Tobin Bill
Investment adviser representative at Wells Fargo Advisors
17 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2026 to now
- Raymond James & Associates Inc.Mar 2024 to Apr 2026
- Stifel Nicolaus & Co IncSep 2018 to Mar 2024
- MML Investors Services, LLCMar 2017 to Sep 2018
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Mar 2024
- Metlife Securites IncAug 2009 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4943521
- Firm CRD
- 19616