John Wells (CRD# 2479784) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Charleston, SC and has over 28 years of experience in the finance industry. John 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.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Blueprint, LLC | Atlanta, GA | Jun 2021 - Current | 2 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Oct 2022 - Apr 2024 | 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | Oct 2014 - Jun 2021 | 6 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Oct 2014 - Jun 2021 | 6 |
| New England Securities | Charleston, SC | May 2004 - Oct 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- FL
- SC
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Total Assets Under Management2,173MILLIONS
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Total Number of Accounts8,013ACCOUNTS
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Average Account Value$271,157
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WV
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