UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
46yrs
Anne Lane Davidson
Financial advisor at Wells Fargo Advisors
At a glance
Experience46 years (since 1981)
How that compares ?Top 1% by experience in Texas
Office8115 Preston Rd Suite 300, Dallas, TX 75225
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2003 – nowWells Fargo Clearing Services, LLCCurrent firm
- 1992 – 2003Prudential Equity Group, LLCPreviously
Questions to ask Anne
Tailored to Anne’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Anne
How do I contact Anne?
Call Wells Fargo Advisors at 314-875-3000 and ask for Anne Lane Davidson. Anne works from the Dallas, TX office.
How long has Anne been a financial advisor?
Anne has been in the industry since 1981, about 46 years. Top 1% by experience in Texas.
What licenses does Anne hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anne a fiduciary?
Anne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anne paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Anne for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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