Robert Wells (CRD# 4329590) is an Investment Advisor Representative working at Brooker Wealth Management in Oakland, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John W. Brooker & Company, Cpas, Pc | Oakland, CA | Jan 2020 - Current | 4 |
| Austin City Limits Enterprises, LLC | San Francisco (remote), CA | Jun 2013 - Current | 10 |
| Songwriter/music Licensing/performance | San Francisco, CA | Jan 1993 - Current | 31 |
| John W. Brooker & Company, Cpas, Pc | Oakland, CA | Jan 2018 - Dec 2019 | 1 |
| Keating Consulting Group | San Mateo, CA | Mar 2016 - Dec 2019 | 3 |
| Staywell | San Francisco (remote), CA | Jan 2013 - Dec 2019 | 6 |
- CA
-
Total Assets Under Management563MILLIONS
-
Total Number of Accounts570ACCOUNTS
-
Average Account Value$987,441
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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