Spencer Glen Gilland

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 07/2021
  Td Waterhouse Investor Services, Inc.
  Fort Worth, TX
• 07/2021 → 01/2024
  Charles Schwab & Co., Inc.
  Southlake, TX
• 07/2021 → 01/2024
  Charles Schwab Bank, Ssb
  Southlake, TX
• 04/2024 → 12/2025
  Navy Federal Financial Group, Llc
  North Richland Hills, TX
• 04/2024 → 12/2025
  Navy Federal Investment Services, Llc
  North Richland Hills, TX
• 12/2025 → 02/2026
  Navy Federal Financial Group, Llc
  Keller, TX
• 12/2025 → 02/2026
  Navy Federal Investment Services, Llc
  Keller, TX
• 02/2026 → Present
  Wells Fargo Clearing Services, Llc.
  Fort Worth, TX
• 10/2000 → 07/2021
  Ameritrade, Inc.
  Fort Worth, TX

Previous Registrations

• 2024-04-24 → 2026-02-02
  Navy Federal Investment Services, Llc
  Keller, TX
  North Richland Hills, TX
  Keller, TX
  Vienna, VA
  Keller, TX
• 2021-10-06 → 2024-01-10
  Charles Schwab & Co., Inc.
  Houston, TX
  Plano, TX
• 2005-05-03 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
• 2010-01-11 → 2022-10-14
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-21
• S63 Uniform Securities Agent State Law Examination
  2003-02-03