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Dana Strickland, financial advisor Winston Salem NC

Dana Strickland

CRD Number: 7666364
Current Firm: Scholar Financial Advising, LLC

Dana Strickland (CRD# 7666364) is an Investment Advisor Representative working at Scholar Financial Advising, LLC in Winston Salem, NC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Scholar Financial Advising Winston-salem, NC Dec 2022 - Current 1
Wake Forest University Winston-salem, NC Aug 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2023
Contact Info for Dana D. Strickland
116 Lowes Foods Dr., Ste 188, Lewisville, NC 27023
Phone Number: (336) 360-6833
Firm Website: http://www.scholarfinancialadvising.com
Registered State(s):
  • AL
  • CA
  • CO
  • FL
  • IL
  • LA
  • NY
  • NC
  • OH
  • PA
  • SC
  • TX
  • VA
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Current Firm Details
Scholar Financial Advising, LLC
Firm's CRD Number: 298968
116 Lowes Foods Dr., Ste 188, Lewisville, NC 27023
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, FL, GA, IL, LA, NC, NY, OH, PA, SC, TX, VA

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