Andrew Davis
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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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
11 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2023 to now
- First Guaranty Insurance CompanyOct 2022 to Jun 2023
- Great Western Insurance CompanyOct 2022 to Jun 2023
- Security National LifeMar 2022 to Jun 2023
- Family First LifeApr 2021 to Sep 2021
- Interstate Brokers of AmericaDec 2019 to Jan 2020
- Senior Life Insurance CompanyFeb 2019 to Mar 2022
- United Access InsuranceJan 2018 to Feb 2019
- Florida State UniversityJun 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6633785
- Firm CRD
- 19616