Sarah Wells, financial advisor Fort Worth TX

Sarah Wells

CRD Number: 5100725
Current Firm: First Command Advisory Services

Sarah Wells (CRD# 5100725) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Financial Planning, Inc. Fort Worth, TX Apr 2017 - Current 4
Brian Petrando Ft Worth, TX Jan 2010 - Mar 2017 7
Northwestern Mutual Investment Services, LLC Fort Worth, TX May 2006 - Mar 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Sarah C. Wells
Phone Number: 817-731-8621
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    18,869
    MILLIONS
  • Total Number of Accounts
    98,324
    ACCOUNTS
  • Average Account Value
    $191,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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