William Davis
William Davis is a registered investment advisor at Wells Fargo Advisors, based in Tuscaloosa, AL, with 44 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Tuscaloosa, AL
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 1997Employment Separation After Allegations
July 1993Other Business Activities
William has ownership stakes in DHW LLC (rental property), rental property in Destin, FL, Peritus Wealth Management, LLC, and Peritus Holdings, LLC. He dedicates nearly full-time hours to Peritus Wealth Management and Peritus Holdings.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Smith Barney Shearson INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 states
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