Dana Strickland
Dana Strickland is a registered investment advisor at Scholar Financial Advising, LLC, based in Winston-Salem, NC, with 3 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 235 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Scholar Financial Advising does not directly manage investments. However, as part of the Signature Coaching Program, Scholar monitors client accounts for rebalancing and tax loss harvesting opportunities and provides specific trade recommendations for clients to implement themselves.
Location
Winston-Salem, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dana is a professor at Wake Forest University since 2008. This takes full-time hours between September and May, and about 10-20% of her time during trading, varying by semester.
Employment History
Current Registrations
Scholar Financial Advising, LLC
State Registrations2 states
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