Alison Macneish Almazan

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

• 11/2007 → Present
  Wells Fargo Bank, N.A.
  Laguna Niguel, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Laguna Niguel, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Laguna Niguel, CA

Previous Registrations

• 2008-11-21 → 2011-01-03
  Wells Fargo Investments, Llc
  San Clemente, CA

Other Businesses

RENTAL PROPERTY; INV. RELATED; SAN JUAN CAPISTRANO,CA; 100% OWNERSHIP WITH SPOUSE; START DATE 11/01/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; SAN JUAN CAPISTRANO,CA; 100% OWNERSHIP; START DATE 9/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; OWNER. | CAPISTRANO SPRINGERS; NOT INV RELATED; SAN JUAN CAPISTRANO, CA; 50% OWNERSHIP; 04/2025; 5 HOURS PER MONTH; 0 DURING TRADING; DO BREEDING RENTAL PROPERTY - 25789; INV RELATED;MISSION VIEJO,CA; CONDO;33% OWNERSHIP; START DATE: 01/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2008-11-20

Other Names

• Alison Macneish Kilroy