Damon Davis is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Beaumont, TX, with 31 years of industry experience. Damon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
3350 Mcfaddin #2, [Primary Residence], Beaumont, TX, 77706
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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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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