Pearley WellsCRD Number: 4470328
Current Firm: First Financial Equity Corporation
Pearley Wells (CRD# 4470328) is an Investment Advisor Representative working at First Financial Equity Corporation in Casper, WY and has over 16 years of experience in the finance industry.
Mutual Advisors, LLC
Buckingham Asset Management, LLC
Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
|First Financial Equity Corporation||Scottsdale, AZ||Jan 2012 - Current||6|
|Bush-wells Sporting Goods||Casper, WY||May 1982 - Current||35|
|Kaiser And Company||Cheyenne, WY||Mar 2008 - Jan 2012||3|
|Ubs Financial Services||Casper, WY||Mar 2006 - Jan 2008||1|
|Custom Decals & Emblems||El Cajon, CA||Jul 1996 - Jan 2007||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management2,865MILLIONS
Total Number of Accounts6,068ACCOUNTS
Average Account Value$472,074
- 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
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.