Gary WellsCRD Number: 1142058
Current Firm: Wells Fargo Advisors Financial Network, LLC
Gary Wells (CRD# 1142058) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Tacoma, WA and has over 34 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
Northwest Capital Management Inc.
|Wells Fargo Advisors Financial Network, LLC||Tacoma, WA||Feb 2015 - Current||3|
|Wells Fargo Advisors LLC||Tacoma, WA||May 2009 - Feb 2015||5|
|Wachovia Securities, LLC||Tacoma, WA||Jan 2008 - May 2009||1|
|A.g. Edwards||Tacoma, WA||Aug 1996 - Jan 2008||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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)