Deborah Kim Hazard Macneil

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

• 02/2011 → Present
  Mary Kay Cosmetics
  Loveland, CO
• 11/2015 → 11/2016
  Wells Fargo Advisors, Llc
  San Diego, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Diego, CA

Previous Registrations

• 2014-07-16 → 2015-11-23
  Stratos Wealth Partners, Ltd
  San Diego, CA
• 2003-04-29 → 2005-08-23
  Invest Financial Corporation
  Greeley, CO
• 2001-04-06 → 2003-04-28
  Wells Fargo Investments, Llc
  Greeley, CO

Other Businesses

POWER OF ATTORNEY FOR SISTER; INV RELATED; SAN DIEGO, CA; START: 10/2010; 0 HR/MO; 0 DURING TRADING. ALL AMERICAN REAL ESTATE SOLUTIONS LLC, INV RELATED, EL CAJON, CA, 100% OWNERSHIP WITH SPOUSE, START 11/1/2018, 15 HOURS PER MONTH, ZERO DURING TRADING, PURCHASE AND MANAGE REAL ESTATE PERFORMING ADMINISTRATIVE AND CLERICAL DUTIES. PAMPERED CHEF, NOT INVT RELATED, EL CAJON, CA, INDEPENDENT CONSULTANT, START DATE 5/21/2020, 20 HRS PER MONTH, 0 HRS DURING TRADING, SELLING COOKING ITEMS. RENTAL PROPERTY UNITS, INVT RELATED, APLINE, CA, 100% OWNERSHIP WITH SPOUSE, START DATE 1/8/2021, 40 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD.

Exams

• S66 Uniform Combined State Law Examination
  2000-10-11

Other Names

• Deborah Kim Hazard
• Debbie Hazard
• Deborah K Hazard
• Deborah Kim Castner
• Debbie Kim Greff
• Deborah Greff
• Deborah Kim Greff