Spencer Glen Gilland
Investment adviser representative at Wells Fargo Advisors
26 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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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
26 years in the industry.
- Wells Fargo Clearing Services, LLC.Feb 2026 to now
- Navy Federal Financial Group, LLCApr 2024 to Feb 2026
- Navy Federal Investment Services, LLCApr 2024 to Feb 2026
- Charles Schwab & Co., Inc.Jul 2021 to Jan 2024
- Charles Schwab Bank, SsbJul 2021 to Jan 2024
- TD Waterhouse Investor Services, Inc.Apr 2006 to Jul 2021
- Ameritrade, Inc.Oct 2000 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (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
- 4258784
- Firm CRD
- 19616