Terry WellsCRD 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|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|
Total Assets Under Management234MILLIONS
Total Number of Accounts398ACCOUNTS
Average Account Value$587,522
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NH, TX
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