Haley Davis is a registered investment advisor at Wells Fargo Advisors, based in Issaquah, WA, with 11 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
1180 NW Maple St, Suite 150, Issaquah, WA, 98027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Haley co-owns rental property in Seattle, WA with her spouse. She spends minimal time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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