Travis Wells (CRD# 6599434) is an Investment Advisor Representative working at Money Concepts Advisory Service in Fayetteville, GA and has over 8 years of experience in the finance industry.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5947069
Edward Jones
CRD# 5438618
Invesco Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Caprital Corp | Palm Beach Gardens, FL | Jan 2016 - Current | 8 |
| Con-way Freight/xpo Logistics | Ann Arbor, MI | Apr 2002 - Nov 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- GA
-
Total Assets Under Management2,904MILLIONS
-
Total Number of Accounts14,363ACCOUNTS
-
Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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