Edward Wells (CRD# 6727417) is an Investment Advisor Representative working at Lpl Financial LLC in Irmo, SC and has over 5 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Irmo, SC | Jul 2021 - Current | 2 |
| Gabriel Penfield | Irmo, SC | Apr 2021 - Current | 3 |
| Js Promotions LLC | Cayce, SC | Apr 2021 - Current | 3 |
| Waddell & Reed, Inc. | Irmo, SC | Apr 2021 - Jul 2021 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Cayce, SC | Apr 2021 - Jul 2021 | < 1 |
| Waddell & Reed | Irmo, SC | Mar 2021 - Apr 2021 | < 1 |
| Bank Of America N.a. | Columbia, SC | Jan 2020 - Apr 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia, SC | Oct 2017 - Mar 2021 | 3 |
| University Of South Carolina | Columbia, SC | Aug 2014 - Dec 2017 | 3 |
| Waddell & Reed | Columbia, SC | Oct 2016 - Nov 2017 | 1 |
| Bb&t | Columbia, SC | May 2017 - Oct 2017 | < 1 |
| Hilton Worldwide | Columbia, SC | May 2016 - Aug 2016 | < 1 |
| Sc House Of Representatives | Columbia, SC | Aug 2014 - May 2016 | 1 |
| Unemployed | Simpsonville, SC | May 2014 - Aug 2014 | < 1 |
| Southside Christian School | Simpsonville, SC | Aug 2001 - May 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- SC
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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