Matthew Wells (CRD# 4505814) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Round Rock, TX and has over 21 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenbelt Investment Advisors LLC | Austin, TX | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- TX
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts408ACCOUNTS
-
Average Account Value$329,849
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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