Annie Davis is a registered investment advisor at Wells Fargo Advisors, based in Olney, MD, with 13 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
4644 Thornhurst Drive, Olney, MD, 20832
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Regulatory History
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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Annie has 20% ownership in Davis Wealth Management, LLC since 2020, dedicating full-time hours to it. She is also a co-trustee for the Davis Wealth Management LLC 401k since 2021.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
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