Gordon Wells (CRD# 7003221) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 5 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
American Funds | San Antonio, TX | Apr 2023 - Current | < 1 |
American Funds | San Antonio, TX | Jan 2022 - Apr 2023 | 1 |
American Funds | San Antonio, TX | Jan 2021 - Jan 2022 | 1 |
American Funds | San Antonio, TX | Apr 2020 - Jan 2021 | < 1 |
American Funds | San Antonio, TX | Aug 2018 - Apr 2020 | 1 |
St. Olaf College | Northfield, MN | Aug 2014 - Aug 2018 | 4 |
St. Olaf College | Northfield, MN | Aug 2014 - May 2018 | 3 |
Target | Burnsville, MN | Jun 2017 - Aug 2017 | < 1 |
Coldwell Banker | Northfield, MN | Jun 2016 - Aug 2016 | < 1 |
Fox Hills | Plymouth, MI | Jun 2015 - Aug 2015 | < 1 |
Paw Print Inn | Novi, MI | Jun 2014 - Jul 2014 | < 1 |
Unemployed | Novi, MI | Feb 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2019 |
S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
CA, IN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.