Rachael Anne Mcbride

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 03/2020
  Morgan Stanley Smith Barney
  Destin, FL
• 03/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Fort Walton Beach, FL

Previous Registrations

• 2011-05-31 → 2020-03-11
  Morgan Stanley
  Destin, FL
  Destin, FL
  Fort Walton Beach, FL
• 2007-05-14 → 2011-05-09
  Cetera Investment Services Llc
  Destin, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-03-15

Other Names

• Rachael Anne Ovalle
• Rachel Anne Boydston
• Rachael Anne Boydston