Alan Dana is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 32 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
572 Titus Ave, Rochester, NY, 14617
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan owns a rental property in Arlington, VA since 2025. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Josephthal & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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