Candice Paige Neel
Investment adviser representative at Wells Fargo Advisors
19 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
19 years in the industry.
- Wells Fargo Bank, NAMay 2026 to now
- Wells Fargo Clearing Services, LLCMay 2026 to now
- LPL Enterprise LLCNov 2025 to Apr 2026
- Brown & Brown Insurance, Inc.Aug 2024 to Nov 2025
- Tomoka Christian ChurchJun 2023 to Aug 2024
- Hancock Whitney BankSep 2022 to Jun 2023
- US BankMay 2021 to Aug 2022
- Unicon Financial Services, Inc.Dec 2020 to May 2021
- Intracoastal BankJun 2020 to Dec 2020
- City National BankJul 2007 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8184784
- Firm CRD
- 19616