Richard Wells, financial advisor Atlanta GA

Richard Wells

CRD Number: 1836788
Current Firm: Marco Investment Management LLC

Richard Wells (CRD# 1836788) is an Investment Advisor Representative working at Marco Investment Management LLC in Atlanta, GA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Marco Investment Management Atlanta, GA Sep 2019 - Current 4
Unemployed Roswell, GA Nov 2018 - Sep 2019 < 1
Lifetime Income Store Advisors, LLC Woodstock, GA Jul 2018 - Nov 2018 < 1
Unemployed Roswell, GA Jan 2018 - Jul 2018 < 1
Camarda Wealth Advisory Group Fleming Island, FL Aug 2017 - Dec 2017 < 1
Unemployed Roswell, GA Jun 2017 - Aug 2017 < 1
Stansberry Asset Management New York, NY Mar 2017 - May 2017 < 1
Independent Insurance Agent Roswell, GA Jan 2016 - Mar 2017 1
Uk Pension Advisors, Inc. Roswell, GA Mar 2015 - Dec 2015 < 1
Devere Group New York, NY Jan 2015 - Feb 2015 < 1
Sheaff Brock Investment Advisors, LLC Indianapolis, IN Aug 2014 - Jan 2015 < 1
Convergent Wealth Advisors, LLC Potomac, MD Dec 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Apr 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard L. Wells
Phone Number: 404-504-8600
Firm Website: http://www.marcoinv.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,337
    MILLIONS
  • Total Number of Accounts
    619
    ACCOUNTS
  • Average Account Value
    $2,160,547
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, CA, FL, GA, NC, NH, TN, TX

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