Duncan A. Mcphee

Current Employers

Employment History

• 07/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Walnut Creek, CA
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 03/2022 → Present
  Fidelity Investments
  Los Angeles, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  El Segundo, CA
• 2015-08-03 → 2022-03-18
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
  Walnut Creek, CA
  Concord, CA
• 2012-10-01 → 2015-08-12
  J.P. Morgan Securities Llc
  Walnut Creek, CA
  Concord, CA
  Concord, CA
  Concord, CA
  Walnut Creek, CA
  Concord, CA
  Concord, CA
  Concord, CA
• 2012-05-16 → 2012-10-01
  Chase Investment Services Corp.
  Walnut Creek, CA
  Concord, CA
  Concord, CA
  Walnut Creek, CA
• 2011-08-19 → 2012-05-02
  Morgan Stanley
  Walnut Creek, CA

Other Businesses

OBA-67297|OrgNmn:Duncan McPhee, Voice Actor|Org Addr:Los Angele,California,US|OBA Nature:Voice acting services|Invst Rel:N|Title:Actor|Duties:Working from home studio to provide|StrtDt:03-22-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2011-08-18

Designations

Other Names

• Duncan Alexander Mcphee