Wells Investments, Inc.

Wells Investments, Inc. (CRD# 131076) is a financial advisory firm headquartered in Winter Haven, FL. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
521 West Central Avenue, Winter Haven, FL 33880
http://www.wellsinvestments.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Wells Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James Wells, financial advisor Winter Haven FL
James P. Wells
CRD#: 1534949
521 West Central Avenue, Winter Haven, FL 33880

James Wells (CRD# 1534949) is an Investment Advisor Representative working at Wells Investments, Inc. in Winter Haven, FL and has over 35 years of experience in the finance industry.

2
Patricia Wells, financial advisor Winter Haven FL
Patricia G. Wells
CRD#: 1233407
521 West Central Avenue, Winter Haven, FL 33880

Patricia Wells (CRD# 1233407) is an Investment Advisor Representative working at Wells Investments, Inc. in Winter Haven, FL and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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