Virginia Davis

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  Wells Fargo Clearing Services, Llc
  Denver, CO

Other Businesses

W. True Davis Farm, LLC. This business is not investment related. It is farmland in Missouri that is leased by a farmer and pays the business rent. The land has been passed down from generations and I inherited a 8.89% interest in August of 2004. The address where the business operates out of is 507 Francis St. Suite 214. St. Joseph MO 64501. I am a member of the LLC but do not put any time or money into the business.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-16

Other Names

• Ginny Davis