Thomas Wells, financial advisor Portland ME

Thomas Wells

CRD Number: 6553737
Current Firm: Portland Global Advisors LLC

Thomas Wells (CRD# 6553737) is an Investment Advisor Representative working at Portland Global Advisors LLC in Portland, ME and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Portland Global Advisors LLC Portland, ME Apr 2018 - Current 3
Fidelity Brokerage Services LLC Merrimack, NH Aug 2015 - Apr 2018 2
Bowdoin College Brunswick, ME Aug 2011 - May 2015 3
Weston Recreation, Camp Abc Weston, MA Jun 2010 - Jul 2014 4
Bowdoin College Brunswick, ME Jun 2013 - Aug 2013 < 1
Millennium Pharmaceuticals Cambridge, MA Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
S63 Uniform Securities State Law Examination Oct 2015
Contact Info for Thomas C. Wells
Phone Number: 207-773-2773
Registered State(s):
  • ME
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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