Bryan Wells (CRD# 6308161) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 3 years of experience in the finance industry.
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | San Francisco, CA | Oct 2015 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Mar 2014 - Current | 4 |
| Solium Capital | Mission Viejo, CA | Mar 2013 - Feb 2014 | < 1 |
| Optionease/solium Optionease | Mission Viejo, CA | Mar 2012 - Mar 2013 | 1 |
| Optionease | Mission Viejo, CA | Sep 2010 - Mar 2012 | 1 |
| Unemployed | N/a, CA | Jun 2010 - Sep 2010 | < 1 |
| Uc Irvine | Irvine, CA | Sep 2008 - Jun 2010 | 1 |
| Cardiopolymers | Laguna Hills, CA | May 2009 - Sep 2009 | < 1 |
| Unemployed | Laguna Hills, CA | Jan 2008 - Sep 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CA
- TX
-
Total Assets Under Management639,574MILLIONS
-
Total Number of Accounts1,831,494ACCOUNTS
-
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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