Anne Davies is a registered investment advisor at Wells Fargo Advisors, based in Columbus, OH, with 27 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
1650 Lake Shore Dr, Ste 120, Columbus, OH, 43204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anne owns 100% of The Arlington Group Investment Consulting, LLC, dedicating full-time hours to it. She is also a member of the Entrepreneur Organization, spending minimal time attending networking meetings to educate other business owners.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations26 states
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