Michael Wells (CRD# 1069031) is an Investment Advisor Representative working at The Better 401(k) Source in Plano, TX and has over 32 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empirical Modeling & Analytics | Plano, TX | Aug 2016 - Current | 7 |
| Amazon.com | Seattle, WA | Nov 2016 - Feb 2017 | < 1 |
| Unemployed | Richardson, TX | Dec 2015 - Jul 2016 | < 1 |
| Index Fund Advisors | Irvine, CA | Jan 2015 - Nov 2015 | < 1 |
| Unemployed | Plano, TX | Jan 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
TX
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