Terry Wells, financial advisor Framingham MA

Terry Wells

CRD Number: 2147013
Current Firm: Tsw Wealth Management

Terry Wells (CRD# 2147013) is an Investment Advisor Representative working at Tsw Wealth Management in Framingham, MA and has over 31 years of experience in the finance industry. Terry Wells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Origin Financial
Professional Designations
Company Name Location Dates Years
Triad Advisors Inc. Norcross, GA Sep 2011 - Current 10
Tsw Wealth Management Framingham, MA Oct 1996 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S65 NASAA Investment Advisors Law Examination Dec 1994
Contact Info for Terry B. Wells
Phone Number: 508-655-9303
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    234
    MILLIONS
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $587,522
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
Types of Clients
Registered States

FL, MA, NH, TX

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