Annie DavisCRD Number: 5048185
Current Firm: Wells Fargo Advisors Financial Network, LLC
Annie Davis (CRD# 5048185) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Olney, MD and has over 8 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Wells Fargo Advisors Financial Network, LLC||Olney, MD||Mar 2020 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Washington, DC||Sep 2002 - Mar 2020||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management79,617MILLIONS
Total Number of Accounts195,685ACCOUNTS
Average Account Value$406,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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