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).

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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 P. Wells
CRD#: 1534949
521 West Central Avenue, Winter Haven, FL 33880
93
Wealthminder
score

James Wells (CRD# 1534949) is an Investment Advisor Representative working at Wells Investments, Inc. in Winter Haven, FL and has over 28 years of experience in the finance industry.

2
Patricia G. Wells
CRD#: 1233407
521 West Central Avenue, Winter Haven, FL 33880
93
Wealthminder
score

Patricia Wells (CRD# 1233407) is an Investment Advisor Representative working at Wells Investments, Inc. in Winter Haven, FL and has over 32 years of experience in the finance industry.

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