Lance
Strickland

Wells Fargo Clearing Services, LLC

CRD#6104571
Investment Advisor
in Orlando, FL
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About this Advisor

Lance Strickland is a financial advisor who works in Orlando, Florida, who has been in the financial industry for 12 years. Strickland is an advisor for Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Strickland holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to advise clients in Florida and Texas. Wells Fargo Clearing Services, LLC is an advisory firm that has its headquarters in Orlando, Florida. The firm has offices in 6,557 locations and a total of 26,409 financial advisors. It has $473 billion in total assets across its 1,432,715 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are held by high-net-worth individuals who have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

800 N Magnolia Ave Ste 900 [Rbo]
Orlando, FL 32803

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

FL Average: $11,469,110,461
Total Number of Employees

26,352

FL Average: 458
Total Number of Accounts

1,434,106

FL Average: 33,415
Average Account Size

$302,067

FL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Lance Strickland Work History

Lance has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

2006 - Present (13 years)

Wells Fargo Bank, Na

Disclosures

Lance Strickland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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