Brian Wells (CRD# 5587299) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Blanchard, OK and has over 15 years of experience in the finance industry.
CRD# 4976624
Edward Jones
CRD# 4258404
Epic Wealth Management, LLC
CRD# 4820299
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Blanchard, OK | Jan 2023 - Current | 1 |
| Securities America, Inc. | Blanchard, OK | Aug 2017 - Jan 2023 | 5 |
| Securities America Advisors | Blanchard, OK | Aug 2017 - Jan 2023 | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2014 - Aug 2017 | 3 |
| Blanchard Lions Club | Blanchard, OK | Jul 2013 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- OK
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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