DE
DE

Dana Edwards

31 Years of Experience
Wilmington, DE
Broker

Dana Edwards is a registered investment advisor at Wells Fargo Advisors, based in Wilmington, DE, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Wilmington, DE

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLC
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors
April 2006 - July 2024 · 18 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
April 2006 - July 2024 · 18 yrs 3 mos
Morgan Stanley
December 2002 - September 2003 · 9 mos
Morgan Stanley Dw INC.Broker
March 2001 - September 2003 · 2 yrs 6 mos
Deutsche Banc Alex. Brown INC.Broker
January 2001 - March 2001 · 2 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
September 1994 - September 1997 · 3 yrs
Legg Mason Wood Walker, IncorporatedBroker
November 1991 - August 1994 · 2 yrs 9 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.