Tracy WellsCRD Number: 5514013
Current Firm: Whitcomb & Hess, Inc.
Tracy Wells (CRD# 5514013) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 5 years of experience in the finance industry.
Raymond James & Associates, Inc.
Lpl Financial LLC
Sterne Agee Investment Advisor Services, Inc.
|Whitcomb & Hess, Inc.||Ashland, OH||Aug 2011 - Current||5|
|Self-employed||Wadsworth, OH||Dec 1999 - Current||17|
|Millennial Group||Akron, OH||Mar 2008 - Aug 2011||3|
|Curves||Seville, OH||Mar 2007 - Dec 2010||3|
|State Farm - Jeff Shamp's Office||Wooster, OH||Aug 2005 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2012|
Total Assets Under Management111MILLIONS
Total Number of Accounts1,551ACCOUNTS
Average Account Value$71,735
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, FL, NC, OH, PA
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