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Brian Davies

Wells Fargo Advisors Financial Network, LLC

Hunt Valley, MD

Bethesda, MD

CRD 3025771

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-07
MD RA APPROVED 2022-07-27
  • TX RA
    APPROVED_RES
    Since 2025-01-07
  • MD RA
    APPROVED
    Since 2022-07-27

Branch Locations

225 Schilling Circle Suite 100 [Satellite], Hunt Valley, MD 21030 • United States

7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates Baltimore MD 04/2018 07/2022
Founders Financial Towson MD 04/2013 04/2018
Wells Fargo Advisors Financial Network, Llc Hunt Valley MD 07/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-28
  • S66 Uniform Combined State Law Examination
    2018-11-28
Other Names
  • Brian Keith Davies

View on SEC IAPD

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Nearby Investors

Andrew Benjamin Anthony
LANCE REID SCOTT
JOHN FRANCIS MORAN

Nearby Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

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