Gabriel Edward Maxwell

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

• 05/2025 → Present
  Wells Fargo Clearing Services, Llc
  Roanoke, VA
• 05/2025 → Present
  Wells Fargo Bank, Na
  Roanoke, VA
• 12/2018 → 12/2024
  Bank Of Oklahoma Financial
  Tulsa, OK
• 08/2017 → 12/2018
  Cell Phone Hospital
  Tulsa, OK
• 04/2017 → 08/2017
  Self-Employed
  Tulsa, OK
• 08/2016 → 04/2017
  Cell Phone Rescue/Cell Phone Surgeon
  Tulsa, OK
• 01/2025 → 04/2025
  Unemployed
  Bolivia, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-25
• S63 Uniform Securities Agent State Law Examination
  2025-08-01