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Dylan Cole Franklin

Investment adviser representative at Wells Fargo Advisors
10 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

10 years in the industry.

  1. Wells Fargo Clearing Services, LLCNov 2025 to now
  2. Wells Fargo Bank, NANov 2025 to now
  3. Destinations To Travel, LLCSep 2024 to now
  4. Regions BankAug 2022 to Oct 2025
  5. Hero Doughnuts and BunsFeb 2020 to Aug 2022
  6. Nabeels Cafe and MarketJul 2017 to Feb 2020
  7. Anderson Weidner, LLCAug 2016 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

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
8185308
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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