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Dylan Kincaid Strickland

Investment adviser representative at Wells Fargo Advisors
9 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

9 years in the industry.

  1. Wells Fargo Clearing Services, LLCNov 2025 to now
  2. Wells Fargo Bank, NANov 2025 to now
  3. Florida Financial Advisors dba Georgia Financial AdvisorsJan 2025 to Sep 2025
  4. UnemployedJul 2024 to Jan 2025
  5. Georgia State UniversityAug 2021 to Jul 2024
  6. Georgia Institute of TechnologyAug 2020 to Jul 2021
  7. Loganville High SchoolAug 2016 to Jul 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 1 state (GA).

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
8028311
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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