Holt Gandy
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2024 to now
- Judge Technical Services IncJun 2024 to Mar 2025
- Charles Schwab & Co., Inc.Apr 2021 to May 2024
- UnemployedJan 2021 to Apr 2021
- Office DepotAug 2018 to Jan 2021
- University of ArkansasAug 2017 to Aug 2018
- Jjs Beer GardenMay 2017 to Aug 2017
- University of ArkansasAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7362791
- Firm CRD
- 19616