Mason Geoffrey Milne
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2026 to now
- StudentAug 2024 to Jul 2026
- Cheerier ExteriorsApr 2024 to Aug 2024
- StudentDec 2023 to Apr 2024
- Smoothie KingJan 2023 to Dec 2023
- YmcaJun 2022 to Sep 2022
- StudentAug 2021 to Jan 2023
- Culver'sSep 2019 to Aug 2021
- StudentJun 2019 to Sep 2019
- Zaxby'sJan 2019 to Jun 2019
- StudentJul 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8070829
- Firm CRD
- 19616