Thomas DavidsonCRD Number: 1322638
Current Firm: Wells Fargo Clearing Services, LLC
Thomas Davidson (CRD# 1322638) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 33 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Advisors LLC||St. Louis, MO||May 2009 - Current||8|
|Wells Fargo Advisors Financial Network, LLC||St. Louis, MO||Aug 2008 - Jan 2011||2|
|Moloney Securities Company, Inc.||Manchester, MO||Jan 2008 - Aug 2008||< 1|
|R.t. Jones Capital Equities, Inc.||St. Louis, MO||Apr 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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