Carmen Danielle Davison
Investment adviser representative at Wells Fargo Advisors
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2025 to now
- House of Carmen, LLCApr 2009 to now
- Bank of America, N.A.Feb 2020 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Oct 2025
- AXA Advisors, LLCSep 2019 to Nov 2019
- Action Marketing NetworkDec 2018 to Apr 2019
- Davison Perpetual Group dbaSep 2017 to Dec 2018
- Doheney Eye Institute - UclaJun 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7168821
- Firm CRD
- 19616