Daniel Oldland, financial advisor Summerville SC

Daniel Oldland

CRD Number: 7061201
Current Firm: Wells Fargo Clearing Services, LLC

Daniel Oldland (CRD# 7061201) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Summerville, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Summerville, SC Jan 2019 - Current 3
Wells Fargo Bank Na Summerville, SC May 2013 - Current 9
College Of Charleston Charleston, SC Aug 2012 - May 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2019
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Daniel T. Oldland
Phone Number: 314-875-3000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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