Gina Wells, financial advisor Fenton MI

Gina Wells

CRD Number: 2555639
Current Firm: Brookstone Wealth Advisors, LLC

Gina Wells (CRD# 2555639) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Fenton, MI and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Financial Design Strategies Fenton, MI Feb 2021 - Current 3
Retirement Wealth Advisors Fenton, MI May 2016 - Current 7
Advanced Capital Group Fenton, MI Dec 2004 - Feb 2021 16
Gina Wells Financial Services Fenton, MI Sep 1994 - Feb 2021 26
Global Financial Private Capital, LLC Sarasota, FL Sep 2010 - May 2016 5
Partners For Prosperity, Inc. Mt. Enterprise, TX Jan 2010 - May 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Gina C. Wells
Phone Number: 6306531400
Registered State(s):
  • FL
  • MI
  • SC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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