Robert WellsCRD Number: 6064526
Current Firm: Valic Financial Advisors, Inc.
Robert Wells (CRD# 6064526) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in North Chesterfield, VA and has over 5 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Valic Financial Advisors, Inc.||Linticum, MD||Jun 2012 - Current||5|
|Young Life||Colorado Springs, CO||Sep 1999 - May 2012||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV