Nicholas Gorham
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- Digital Intelligence SystemsMar 2026 to now
- Principal Advised ServicesOct 2024 to Jan 2026
- Associate StaffingJul 2024 to Jan 2026
- Principal Securities, Inc.Jul 2024 to Jan 2026
- Woodforest National BankMay 2023 to Jul 2024
- Huang CpaJan 2023 to May 2023
- Woodforest National BankJul 2022 to Jan 2023
- Unc CharlotteAug 2019 to Jun 2022
- Harris TeeterSep 2016 to Aug 2020
- Jordan High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7359105
- Firm CRD
- 19616