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William Magette

Wells Fargo Advisors
44 Years of Experience
Newport Beach, CA
2 DisclosuresBroker
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William Magette is a registered investment advisor at Wells Fargo Advisors, based in Newport Beach, CA, with 44 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

520 Newport Center Dr Ste 1700, Newport Beach, CA, 92660

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2002
Settled
Customer Dispute
October 2002
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William owns rental property in Canyon Lake, CA, since 2014. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2010 - Present · 16 yrs 8 mos
Wells Fargo Clearing Services, LLC
February 2010 - Present · 16 yrs 8 mos
Wells Fargo Advisors
February 2010 - Present · 16 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
July 1997 - March 2010 · 12 yrs 8 mos
UBS Financial Services INC.Broker
March 1985 - March 2010 · 25 yrs
E. F. Hutton & Company INCBroker
March 1982 - March 1985 · 3 yrs
State Registrations16 states
AZCACOFLIDMDMIMONCNJNVORPATXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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