Erskine WellsCRD Number: 1035558
Current Firm: Cambridge Investment Research Advisors, Inc.
Erskine Wells (CRD# 1035558) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ridgeland, MS and has over 34 years of experience in the finance industry. Erskine Wells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bergland Wealth Management, Inc.
Asset Dedication, LLC
Wells Fargo Advisors Financial Network, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Apr 2014 - Current||3|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Apr 2014 - Current||3|
|Lpl Financial, LLC||Ridgeland, MS||Jul 2007 - Apr 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops