William Wells, financial advisor Memphis TN
93 score

William Wells

CRD Number: 1453408
Current Firm: Pope Asset Management, LLC

William Wells (CRD# 1453408) is an Investment Advisor Representative working at Pope Asset Management, LLC in Memphis, TN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Pope Asset Management Memphis, TN Dec 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for William P. Wells
Phone Number: 901-763-4001
Firm Website: http://www.popeasset.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    333
    MILLIONS
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $2,329,922
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, FL, GA, MS, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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