Gilbert E. Davis
Investment adviser representative at Wells Fargo Advisors
21 yearsExperience
2 statesRegistered in
PFSDesignation
$252.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJun 2022 to now
- Case, Sabatini & Co.Dec 2005 to now
- Hefren-tillotson, Inc.Jun 2005 to Jun 2022
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4057788
- Firm CRD
- 11025