CD
CD

Christopher Davis

22 Years of Experience
Beaumont, TX
Broker

Christopher Davis is a registered investment advisor at Wells Fargo Advisors, based in Beaumont, TX, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

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

6250 Delaware Street, Suite B 1st Fl, Beaumont, TX, 77706

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 4 mos
Wells Fargo Advisors
January 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2021 - January 2026 · 4 yrs 8 mos
Wells Fargo Advisors
May 2021 - January 2026 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - May 2021 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - May 2021 · 6 yrs 5 mos
UBS Financial Services INC.
November 2008 - December 2014 · 6 yrs 1 mo
UBS Financial Services INC.Broker
November 2008 - December 2014 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2003 - November 2008 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2003 - November 2008 · 5 yrs 2 mos
State Registrations26 states
ALARAZCODEFLGAKSKYLAMAMNMSNCNMNYOHOKORPATNTXUTVAWAWY
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.
Christopher Davis - Financial Advisor | TrueAdvisor