Greg Wells, financial advisor The Woodlands TX
93 score

Greg Wells

CRD Number: 1873570
Current Firm: Axa Advisors, LLC

Greg Wells (CRD# 1873570) is an Investment Advisor Representative working at Axa Advisors, LLC in The Woodlands, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY May 2009 - Current 7
Stonebridge Church The Woodlands, TX May 1996 - Current 20
Prepaid Legal Services The Woodlands, TX Mar 2009 - Jul 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Greg B. Wells
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • AR
  • TX
  • OK
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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