Meagan Shonay Daniels
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2023 to now
- Wells Fargo Bank, NAApr 2023 to now
- First Command Advisory Services , IncNov 2022 to Mar 2023
- First Command Brokerage Services, IncNov 2022 to Mar 2023
- First Command Insurance Services , IncNov 2022 to Mar 2023
- Gary V BurrowsJun 2022 to Nov 2022
- First Command Brokerage Service IncDec 2020 to Nov 2022
- Flex Technology GroupOct 2020 to May 2021
- UnemployedJan 2020 to Oct 2020
- California State University: FresnoAug 2013 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7316914
- Firm CRD
- 19616