Advisor at Michael J.D. McCall, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bear Valley Springs, CA
Credentials
Series 63, Series 65
Industry experience
23 years
Michael McCall is the sole advisor at Michael J.D. McCall, LLC, an independent firm based in Bear Valley Springs, CA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having led his firm since its founding in 2003. Michael J.D. McCall, LLC provides comprehensive portfolio management and integrated financial planning to individuals, high-net-worth clients, corporations, charitable organizations, and other non-individual entities. The firm manages approximately $61.1 million on a discretionary basis, employing fundamental analysis and longer-term purchase strategies with regular portfolio reviews and rebalancing.
Based on Michael J.D. McCall, LLC
Based on Michael J.D. McCall, LLC
Maximum 1.50% annually, billed quarterly in advance on a pro-rata basis
Fee-only: Fee-only compensation, no commissions accepted
Bear Valley Springs, CA
California · Texas
Michael J.D. McCall, LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Tehachapi, CA
Mills Financial Services LLC
Thomas Mills is the sole advisor at Mills Financial Services LLC in Tehachapi, California, with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Waddell & Reed, Inc. and AllState Insurance Company. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. Mills Financial Services LLC provides customized financial planning and portfolio management for individuals, including high-net-worth clients, and small businesses. The firm incorporates fundamental analysis and Modern Portfolio Theory to construct diversified, nondiscretionary portfolios and also offers educational workshops and retirement plan assistance.
Series 63, Series 65
Tehachapi, CA
Independent Financial Group, LLC
Lance Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at NPB Financial Group, LLC and Cetera Advisor Networks LLC. Patton also operates a financial planning business as an independent contractor. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, with services including brokerage, portfolio management, financial planning, and retirement plan solutions.
Series 66
Tehachapi, CA
Edward Jones
Series 66
Tehachapi, CA
Edward Jones
Series 63, Series 66
Twin Oaks, CA
Raymond James & Associates
Jay Oldham is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations supported by firm research and modeling tools, and it also serves municipal clients with public-financing and investment banking capabilities.
CFP®, ChFC®, Series 66
Tehachapi, CA
Edward Jones
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