Damon Davis is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Santa Ana, CA, with 30 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
1551 N Tustin Ave, Ste 100, Santa Ana, CA, 92705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Damon owns D&D Enterprise, a non-investment related business, and spends minimal time on it. He also owns Davis Wealth Management LLC, dedicating full-time hours to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
Wells Fargo Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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