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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.

  1. Wells Fargo Clearing Services, LLCJul 2026 to now
  2. StudentAug 2024 to Jul 2026
  3. Cheerier ExteriorsApr 2024 to Aug 2024
  4. StudentDec 2023 to Apr 2024
  5. Smoothie KingJan 2023 to Dec 2023
  6. YmcaJun 2022 to Sep 2022
  7. StudentAug 2021 to Jan 2023
  8. Culver'sSep 2019 to Aug 2021
  9. StudentJun 2019 to Sep 2019
  10. Zaxby'sJan 2019 to Jun 2019
  11. 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
Advisor's SEC record (opens in a new tab)
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