Daniel Brown
Investment adviser representative at Wells Fargo Advisors
22 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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
22 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJul 2024 to now
- Wells Fargo Clearing ServicesApr 2022 to Jul 2024
- Associate Staffing, LLC.Apr 2022 to Sep 2022
- UnemployedDec 2021 to Mar 2022
- Publix Super Markets, Inc.Jun 2018 to Aug 2020
- ShiptOct 2017 to Oct 2018
- Auburn UniversityAug 2017 to Dec 2021
- Publix Super Markets, Inc.Mar 2016 to Sep 2017
- UnemployedAug 2004 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7578748
- Firm CRD
- 11025