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David Davis is a registered investment advisor at Wells Fargo Advisors, based in Kinston, NC, with 29 years of industry experience. David 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1201-C W. Vernon AVE SUITE C, [Satellite], Kinston, NC, 28501
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2002Denied
Employment History
Current Registrations
Wells Fargo Advisors
July 2026 - Present · 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors
October 2006 - July 2026 · 19 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
February 2006 - July 2026 · 20 yrs 5 mos
Edward JonesBroker
August 1997 - February 2006 · 8 yrs 6 mos
State Registrations15 states
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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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