Gary Alan Kubesh

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

• 12/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Newport Beach, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA

Previous Registrations

• 2009-10-23 → 2014-12-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
  Newport Beach, CA
• 2007-05-04 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Newport Beach, CA
  Newport Beach, CA
• 2003-04-21 → 2007-05-11
  U.S. Bancorp Advisors, Llc
  Los Angeles, CA
  Irvine, CA
  Newport Beach, CA
• 2001-10-01 → 2003-04-25
  Citigroup Global Markets Inc.
  Laguna Niguel, CA

Exams

• S66 Uniform Combined State Law Examination
  1999-09-01

Designations

• Certified Financial Planner

Other Names

• Gary A Kubesh