Craig WellsCRD Number: 4254750
Current Firm: Cerity Partners LLC
Craig Wells (CRD# 4254750) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 20 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Hpm Partners LLC||New York, NY||Mar 2012 - Current||8|
|Hpm Partners Advisor Alliance LLC||New York, NY||Mar 2012 - Current||8|
|Deutsche Bank Securities Inc.||Costa Mesa, CA||Oct 2003 - Mar 2012||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2000|
Total Assets Under Management24,683MILLIONS
Total Number of Accounts2,903ACCOUNTS
Average Account Value$8,502,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
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