Duncan Wells (CRD# 5694425) is an Investment Advisor Representative working at Ranger Global Holdings LLC in Charlottesville, VA and has over 14 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ranger Global Holdings LLC | Charlottesville, VA | Oct 2015 - Current | 8 |
| Cambridge Associates | Arlington, VA | Aug 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- VA
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$1,342,009
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
VA
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