Timothy Wells, financial advisor Holland MI
89 score

Timothy Wells

CRD Number: 6195237
Current Firm: Cambridge Investment Research Advisors, Inc.

Timothy Wells (CRD# 6195237) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Holland, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2013 - Current 3
Cambrige Investment Research, Inc. Fairfield, IA May 2013 - Current 3
Haworth Inc. Holland, MI Jul 2006 - May 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Timothy C. Wells
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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