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Volter Davoudi

Wells Fargo Advisors
30 Years of Experience
San Jose, CA
1 DisclosureBroker
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Volter Davoudi is a registered investment advisor at Wells Fargo Advisors, based in San Jose, 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1091 Lincoln Ave, San Jose, CA, 95125

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History

Regulatory History (1)
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Customer Dispute
August 1999
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Volter owns Davoudi Wealth Management, Inc., an S-Corp used for payroll purposes for his financial practice. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Wells Fargo Advisors
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2007 - October 2021 · 14 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2007 - October 2021 · 14 yrs 9 mos
UBS Financial Services INC.
February 1999 - February 2007 · 8 yrs
UBS Financial Services INC.Broker
December 1998 - February 2007 · 8 yrs 2 mos
Dean Witter Reynolds INC.Broker
October 1995 - January 1999 · 3 yrs 3 mos
State Registrations8 states
AZCACOFLNVORWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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