George Daniel Gandy
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- Wells Fargo Bank, NAMar 2023 to now
- Simmons BankMar 2022 to Feb 2023
- J.P. Morgan Securities LLCJan 2022 to Mar 2022
- JPMorgan Chase Bank, N.A.Jan 2022 to Mar 2022
- Bank of AmericaJan 2021 to Dec 2021
- Woodforest National BankSep 2019 to Jan 2021
- Tmx Finance Family of CompaniesJul 2017 to Sep 2019
- UnemployedApr 2017 to Jun 2017
- Mau Workforce SolutionsJan 2017 to Mar 2017
- UnemployedJan 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
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
- 7498865
- Firm CRD
- 19616