Deborah Mcmaster

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 10/2010 → 11/2016
  Wells Fargo Advisors Llc
  Newport Beach, CA
• 11/2016 → 01/2024
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 01/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Newport Beach, CA

Previous Registrations

• 2011-02-24 → 2024-01-05
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
  Irvine, CA
  Irvine, CA
  Newport Beach, CA
  Lake Havasu City, AZ
• 2009-06-01 → 2010-11-10
  Morgan Stanley
  Irvine, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Irvine, CA
• 1998-10-21 → 2007-04-02
  Morgan Stanley Dw Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

ESTABLISED WEALTH MANAGEMENT LLC; INV RELATED; NEWPORT BEACH, CA; FINANCIAL SERVICES; 100% OWNERSHIP; START DATE 12/11/2023; 160 PER MONTH; 160 DURING TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-04-14

Other Names

• Deborah Smith
• Deborah K Mcmaster
• Debbie K Mcmaster
• Deborah Kathleen Mcmaster
• Deborah K Mcmaster
• Debbie Mcmaster