Dennis Wells (CRD# 823728) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Annapolis, MD and has over 39 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Annapolis, MD | Jan 2009 - Current | 13 |
| Raymond James Financial Services, Inc. | Annapolis, MD | Jul 2004 - Current | 18 |
| Providence Center, Inc. | Arnold, MD | Jul 2003 - Jun 2018 | 14 |
| Omni Solutions, Inc. | Millersville, MD | Jan 1994 - Dec 2016 | 22 |
| Omni Telecom, Inc. | Severna Park, MD | Apr 1984 - Dec 2016 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1982 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- FL
- MD
- TX
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Total Assets Under Management272,263MILLIONS
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Total Number of Accounts846,581ACCOUNTS
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Average Account Value$321,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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