Wells Fargo Advisors
46yrs
Top advisor by experience in Dublin
28yrs
David Slates
Financial advisor at Wells Fargo Advisors
David Slates is a fiduciary financial advisor in Dublin, Ohio, with 28 years in the industry. David joined Wells Fargo Advisors in 2022, after less than a year at A. G. Edwards & Sons and eight years at UBS Financial Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 525 advisors with offices in Dublin, and one of 396 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 18% by experience in Ohio
Office655 Metro Place South Suite 720 [Satellite], Dublin, OH 43017
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2022Wells Fargo Clearing Services, LLCPreviously
- Sep 2007 – Jan 2008A. G. Edwards & Sons, Inc.Previously
- 1999 – 2007UBS Financial Services Inc.Previously
Contact David
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for David. 655 Metro Place South Suite 720 [Satellite]Dublin, OH 43017Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Wells Fargo Advisors at (314) 875-3000 and ask for David Slates. David works from the Dublin, OH office.
How long has David been a financial advisor?
David has been in the industry since 1998, about 28 years. Top 18% by experience in Ohio.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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