David Franklin Edwards
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Wells Fargo Clearing Services, LLC .Apr 2025 to now
- Eagle Strategies LLCOct 2024 to Apr 2025
- Nylife Securities LLCJan 2023 to Oct 2024
- Morgan Stanley Privage Bank, N.AJun 2019 to Dec 2022
- Morgan Stanley Private Bank, N.AJun 2019 to Dec 2022
- Morgan Stanley Smith Barney LLCMay 2019 to Dec 2022
- Charles Schwab & Co., Inc.Oct 2016 to May 2019
- Charles Schwab BankOct 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 2210894
- Firm CRD
- 19616