Alan Davies, financial advisor Bismarck ND
88 score

Alan Davies

CRD Number: 6214293
Current Firm: Wells Fargo Advisors, LLC

Alan Davies (CRD# 6214293) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Bismarck, ND and has over 2 years of experience in the finance industry.

Similar Advisors
Benjamin Brandt, financial advisor Bismarck ND
Benjamin J. Brandt
CRD# 5177378
Capital City Wealth Management, Inc.
Score
103
Similar Advisors
Todd Baumgartner, financial advisor Bismarck ND
Todd M. Baumgartner
CRD# 732622
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Mark Brakel, financial advisor Bismarck ND
Mark V. Brakel
CRD# 2285998
Investment Centers Of America, Inc.
Score
96
Company Name Location Dates Years
Wells Fargo Advisors LLC Bismarck, NC Jul 2015 - Current 1
U.s. Bancorp Investments, Inc. Bismarck, ND Jun 2013 - Jul 2015 2
U.s. Bank Mandan, ND Mar 2010 - Jun 2013 3
Wyndham Hotel Group Aberdeen, SD Jan 2003 - Dec 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Alan A. Davies
Phone Number: 314-875-3000
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Alan Davies and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.