LPL Financial
47yrs
Top advisor by experience in San Diego
22yrs
Guy Milner
Financial advisor at Wells Fargo Advisors
Guy Milner has worked in the financial industry for 22 years and is a fiduciary financial advisor based in San Diego, California. After ten years at J.P. Morgan Securities and three years at Chase Investment Services, Guy joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Guy holds the CFP® designation.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors in San Diego
Office4655 Executive Dr 10th Floor [Vj-Rbo], San Diego, CA 92121
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2012 – 2022J.P. Morgan Securities LLCPreviously
- 2009 – 2012Chase Investment Services Corp.Previously
- 2005 – 2009Wells Fargo Investments, LLCPreviously
- Nov 2004 – Jun 2005Morgan Stanley DW Inc.Previously
Contact Guy
Local office(858) 863-3000Ask for Guy. (314) 875-3000Main office · St. Louis, MO 4655 Executive Dr 10th Floor [Vj-Rbo]San Diego, CA 92121Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Guy
Tailored to Guy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Guy
How do I contact Guy?
Call Guy’s local office at (858) 863-3000 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Guy Milner.
How long has Guy been a financial advisor?
Guy has been in the industry since 2004, about 22 years. More experience than 65% of advisors in San Diego.
What licenses does Guy hold?
Series 66. Tap any license on this page to see what it allows.
Is Guy a fiduciary?
Guy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Guy paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Guy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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