Doris Silva, financial advisor Westworth Village TX
93 score

Doris Silva

CRD Number: 3046633
Current Firm: Wells Fargo Advisors, LLC

Doris Silva (CRD# 3046633) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Westworth Village, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Fort Worth, TX Aug 2012 - Current 4
Bbva Wealth Solutions Inc. Granbury, TX Aug 2011 - Aug 2012 1
Bbva Compass Investment Solutions, Inc. Granbury, TX Jul 2005 - Aug 2012 7
Compass Bank Granbury, TX Jul 2005 - Aug 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination May 2004
Contact Info for Doris G. Silva
Phone Number: 314-875-3000
Registered State(s):
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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