Lena Mcquillen

from Bailard, Inc.
SEC regulated
Regulated Investment Advisor
Lena Mcquillen is a financial advisor based in California, Foster City, with 24 years of experience. Lena currently works for Bailard, Inc.. Lena maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lena Mcquillen works at Bailard, Inc.
Bailard, Inc. is a financial advisory firm based in Foster City, California. It currently has approximately $5,281,083,342 of assets under management and employs about 70 people. Bailard, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
12 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
950 Tower Ln, Ste 1900, Foster City, California, 94404

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