Daniel
Wells
Continental Investors Services, Inc
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About this Advisor
Daniel Wells is a financial advisor based in Caldwell, Idaho, working with Continental Investors Services, Inc. Daniel has previously held a position at Continental Investors Services, Inc. Daniel has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Alaska, Arizona, California, Colorado, Georgia, Idaho, Nevada, New York, Oklahoma, Oregon, Texas, Utah, Washington, and Wyoming. Currently, Daniel is part of Continental Investors Services, Inc, which operates out of Caldwell, Idaho. The firm has 1 office and 16 employees. The firm manages assets totaling $152.1 million and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, and other services. The fee structure at Continental Investors Services, Inc includes asset-based and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Continental Investors Services, Inc Brokerage Details
$152,080,000
16
656
$231,829
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Daniel Wells Work History
Continental Investors Services,Inc
Disclosures
Please visit the SEC profile of Daniel Wells to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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