Deryl Heath Mcgallion

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

• 03/2015 → 05/2021
  Bank Of America, N.A.
  Beaumont, TX
• 05/2021 → 01/2026
  Wells Fargo Clearing Services, Llc
  Beaumont, TX
• 01/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Beaumont, TX

Previous Registrations

• 2021-05-06 → 2026-01-15
  Wells Fargo Clearing Services, Llc
  Beaumont, TX
  Beaumont, TX
• 2014-12-05 → 2021-05-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaumont, TX
• 2008-11-07 → 2014-12-16
  Ubs Financial Services Inc.
  Beaumont, TX
• 2004-02-28 → 2008-11-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaumont, TX
  Beaumont, TX

Other Businesses

MCGALLION FAMILY HOLDINGS LLC; INV RELATED;BEAUMONT,TX; HOLDING COMPANY FOR OUR BUSINESS AT FINET;100% OWNERSHIP; START DATE: 01/16/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; TRILLIUM PRIVATE WEALTH LLC; INV RELATED;BEAUMONT,TX; FINET PRACTICE;50% OWNERSHIP; START DATE: 01/16/2026; 1200 HRS PER MONTH; 1200 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2003-10-29
• S63 Uniform Securities Agent State Law Examination
  2002-02-23

Other Names

• D Heath Mcgallion
• Heath Mcgallion