Kevin Davie, financial advisor Fort Collins CO

Kevin Davie

CRD Number: 5056310
Current Firm: Wells Fargo Advisors Financial Network, LLC

Kevin Davie (CRD# 5056310) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Fort Collins, CO and has over 10 years of experience in the finance industry.

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Wells Fargo Advisors Financial Network, LLC
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Fort Collins, CO May 2019 - Current 2
Wells Fargo Clearing Services, LLC St. Louis, MO Nov 2016 - May 2019 2
Wells Fargo Advisors, LLC St. Louis, MO Sep 2011 - Nov 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Kevin Davie
Phone Number: 314-875-3000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    79,617
    MILLIONS
  • Total Number of Accounts
    195,685
    ACCOUNTS
  • Average Account Value
    $406,863
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, WY

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