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DAVID ELLMAN

Financial Advisor

Vice President

Address: 2001 N MAIN ST, STE 410 , WALNUT CREEK , CA 94596
Call: 925-671-1690 | 866-281-7436 Fax: 925-296-3680
Email: David.Ellman@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Experience

2025 - Present : Wells Fargo Advisors, Financial Advisor, VP
2015 - 2025 : BMO/Bank of the West, Team Lead & Private Wealth Advisor
1989 - 2014 : Merrill Lynch/Bank of America, Wealth Management Banker & Branch Manager

My Education & Credentials

MBA - Golden Gate University
BS - San Diego State University

Securities Registered in the following states: CA, OR
Insurance licensed in the following states: CA (Lic. # 0E11169) Resident State: CA
DAVID ELLMAN: Financial Advisor: Wells Fargo Clearing Services, LLC

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,Member SIPC , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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