Wesley
Wells

Cetera Investment Advisers LLC

CRD#6521503
Investment Advisor
in Dothan, AL

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About this Advisor

Wesley Wells is a financial advisor operating out of Dothan, Alabama with a total of 8 years of industry experience. Wells currently works for Cetera Investment Advisers LLC. Over the course of their career, they have held roles at Regions Bank, Peoplesouth Bank, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Wells has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama. Cetera Investment Advisers LLC is a financial advisory firm that has its headquarters in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 people on staff. It controls $33 billion in total assets between its 176,986 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 431 charities and foundations. Of its 176,986 customer accounts, 23% are associated with high-net-worth individuals who have at least $1 million in investable assets. Cetera Investment Advisers LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees vary depending on which service is provided. However, fee types billed by Cetera Investment Advisers LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3201 Ross Clark Circle Nw
Dothan, AL 36303

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

AL Average: $6,674,516,078
Total Number of Employees

3,094

AL Average: 44
Total Number of Accounts

176,986

AL Average: 2,564
Average Account Size

$188,469

AL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Wesley Wells Work History

Wesley has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Regions Bank

2015 - Present (9 years)

Cetera Investment Services LLC

2015 - Present (9 years)

Cetera Investment Advisers LLC

2014 - 2015 (1 year)

Peoplesouth Bank

2011 - 2014 (3 years)

Regions Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Wesley Wells to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Jefferson Campbell
West Monroe, LA
Janal Kruzel
Saint Cloud, MN
Eric Siegeltuch
Yonkers, NY
Ricardo Sanchez
Fort Lauderdale, FL
Christopher Ikerd
Evans, GA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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