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Anne Davidson

Wells Fargo Advisors
45 Years of Experience
Dallas, TX
9 DisclosuresBroker
View SEC Summary
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Anne Davidson is a registered investment advisor at Wells Fargo Advisors, based in Dallas, TX, with 45 years of industry experience. Anne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

8115 Preston Rd, Ste 300, Dallas, TX, 75225

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History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2026
Pending
Customer Dispute
December 2001
Denied
Customer Dispute
September 1995
Award / Judgment
Employment Separation After Allegations
May 1992
Customer Dispute
July 1989
Award / Judgment
Regulatory
November 1988
Final
Customer Dispute
February 1987
Settled
Employment Separation After Allegations
September 1982
Customer Dispute
July 1982
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anne has an inactive real estate license and is a director at Bunny Love Foundation. She also has 100% ownership in Lane Family LTD Partnership for personal investments, dedicating minimal time to it.

Employment History
Current Registrations
Wells Fargo Advisors
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Clearing Services, LLC
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Prudential Securities Incorporated
June 1992 - July 2003 · 11 yrs 1 mo
Prudential Securities IncorporatedBroker
June 1992 - July 2003 · 11 yrs 1 mo
Lehman Brothers INC.Broker
February 1988 - June 1992 · 4 yrs 4 mos
E. F. Hutton & Company INCBroker
February 1985 - February 1988 · 3 yrs
Painewebber IncorporatedBroker
October 1982 - March 1985 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1981 - November 1982 · 1 yr 7 mos
State Registrations25 states
ALARAZCACODEFLHIILINLAMIMONCNDNJNMNVNYOHOKPASCTXVA
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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