Douglas
Wells
Wells Trecaso Financial Group, LLC
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About this Advisor
Douglas Wells is a financial advisor working in Akron, Ohio with 4 years of industry experience. Wells is an advisor for Wells Trecaso Financial Group, LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, Wells Trecaso Financial Group, LLC, Ifs Securities, Inc, Ifs Advisory, LLC and Cabot Lodge Securities LLC. Wells has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Ohio and Texas. Wells Trecaso Financial Group, LLC is a company headquartered in Akron, OH. It handles $425 million in assets between its 1,165 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves 15 charitable organizations. Of its 1,165 client accounts, 33% are associated with high-net-worth investors who have more than $1 million in investable assets. Wells Trecaso Financial Group, LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on the services provided. However, fees billed by Wells Trecaso Financial Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wells Trecaso Financial Group, LLC Brokerage Details
$424,686,318
7
1,165
$364,538
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
Douglas Wells Work History
Douglas has been registered as a financial advisor for 4 years.*
Cabot Lodge Securities LLC
Wells Trecaso Financial Group, LLC
Ifs Securities, Inc
Ifs Advisory, LLC
Morgan Stanley Smith Barney
*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 Douglas 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 Wells Trecaso Financial Group, LLC
Akron, OH
Akron, OH
Akron, OH
Akron, OH
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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