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Dana Deon Strickland

Investment adviser representative at Scholar Financial Advising, LLC
18 yearsExperience
2 statesRegistered in
$0Firm assets
2 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.

HourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning

Experience

18 years in the industry.

  1. Scholar Financial Advising, LLCDec 2022 to now
  2. Wake Forest UniversityAug 2008 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

Scholar Financial Advising, LLC

$0Assets managed
235Clients
4Advisers
2 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
7666364
Firm CRD
298968
Advisor's SEC record (opens in a new tab)
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