Charleston Graham Daly
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- First Command Advisory ServicesSep 2023 to Jan 2026
- First Command Insurance ServicesSep 2023 to Jan 2026
- First Command Brokerage ServicesApr 2023 to Jan 2026
- Capital VacationsOct 2022 to Mar 2023
- Window WorldFeb 2020 to Aug 2020
- Daly HomesAug 2019 to Feb 2020
- Toyota of GoldsboroAug 2018 to Mar 2019
- Army National GuardJan 2017 to Jan 2023
- Public SchoolJan 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7706554
- Firm CRD
- 19616