Robert Wells, financial advisor Oakland CA

Robert Wells

CRD Number: 4329590
Current Firm: Brooker Wealth Management

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.

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Professional Designations
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 11
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

Robert Wells has no recent exams reported.
Contact Info for Robert J. Wells
Phone Number: 510-638-1815
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    563
    MILLIONS
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $987,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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