Brian
Wells
Veripax Wealth Management, Inc
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About this Advisor
Brian Wells is a financial advisor based in Folsom, California, working with Veripax Wealth Management, Inc. Brian has previously held positions at Lpl Financial LLC and Veripax Wealth Management, LLC. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Brian is part of Veripax Wealth Management, Inc, which operates out of Folsom, California. The firm has 3 employees and manages assets totaling $289.7 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Veripax Wealth Management, Inc includes asset-based and fixed fees.
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Veripax Wealth Management, Inc Brokerage Details
$289,701,109
3
1,116
$259,589
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Wells Work History
Veripax Wealth Management, LLC
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Brian 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 Veripax Wealth Management, Inc
Folsom, CA
Folsom, CA
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