Justin Davis, financial advisor Fort Collins CO
96 score

Justin Davis

CRD Number: 4431979
Current Firm: Wells Fargo Advisors, LLC

Justin Davis (CRD# 4431979) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Collins, CO and has over 15 years of experience in the finance industry. Justin Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Stephen Martin, financial advisor Fort Collins CO
Stephen W. Martin
CRD# 4990898
Martin Wealth Management, LLC
Score
98
Similar Advisors
Diane Alexander, financial advisor Fort Collins CO
Diane L. Alexander
CRD# 4578630
Contryman Wealth Advisors
Score
96
Similar Advisors
Sunit Bhalla, financial advisor Fort Collins CO
Sunit Bhalla
CRD# 5545383
Oaktree Financial Planning, LLC
Score
96
Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Fort Collins, CO May 2009 - Current 7
Wachovia Securities, LLC Fort Collins, CO Jan 2008 - May 2009 1
A.g. Edwards Flagstaff, AZ Jul 2001 - Jan 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Justin G. Davis
Phone Number: 314-875-3000
Registered State(s):
  • CO
  • TX
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 Justin Davis and other advisors.
BADGES
96
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.