Aaron Michael Mccubbin

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 07/2005 → 11/2016
  Wells Fargo Advisors, Llc
  Houston, TX
• 11/2016 → 04/2017
  Wells Fargo Clearing Services, Llc
  Houston, TX
• 04/2017 → 06/2017
  Raymond James & Associates
  Houston, TX
• 06/2017 → Present
  Wells Fargo Clearing Services Llc
  Houston, TX

Previous Registrations

• 2017-04-28 → 2017-06-09
  Raymond James & Associates, Inc.
  Houston, TX
• 2017-04-27 → 2017-05-01
  Wells Fargo Clearing Services, Llc
  Houston, TX

Other Businesses

LAK MCCUBBIN, LLC; INV. RELATED; RICHMOND, TX; MANAGER; START DATE 4/2018; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FBO SISTER (1); INV. RELATED; RICHMOND, TX; START DATE 4/2018; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FBO SISTER (2); INV. RELATED; RICHMOND, TX; START DATE 4/2018; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FBO SISTER (3); INV. RELATED; RICHMOND, TX; START DATE 4/2018; 1 HR PER MONTH; 0 HRS DURING TRADING. FORT BEND COUNTY MUNICIPAL UTILITY DISTRICT #143; NOT INV. RELATED; HOUSTON, TX; BOARD OF DIRECTORS; START DATE 2/1/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MONTHLY BOARD MEETINGS, OVERSEE OPERATIONS AND SERVICES NEEDED AS THE COMMUNITY DEVELOPS.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-27