Joshua WellsCRD Number: 6331245
Current Firm: Cuna Brokerage Services, Inc.
Joshua Wells (CRD# 6331245) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tullahoma, TN and has over 3 years of experience in the finance industry.
Financial Management Advisors, Inc.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Apr 2014 - Current||3|
|Ascend Federal Credit Union||Tullahoma, TN||Nov 2006 - Current||10|
|Food Lion||Murfreesboro, TN||Nov 1998 - Nov 2006||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV