Michael Dale Farish
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$671.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2022 to now
- Truist Advisory Services, Inc.Feb 2021 to Jun 2022
- Truist Investment Services, Inc.Feb 2021 to Jun 2022
- Bb&t Securities, LLCJan 2013 to Feb 2021
- Scott & StringfellowSep 2011 to Feb 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 3 states (NY, SC, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2024940
- Firm CRD
- 19616