Equitable Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Wells is a financial advisor who works in Southampton, Pennsylvania with 7 years of relevant experience. Wells is on the advisory team at Equitable Advisors, LLC. Over the course of their career, they have held roles at Metlife Securities Inc, Equitable Advisors, LLC, Axa Advisors, LLC, Mass Mutual Life Insurance Company and Metropolitan Life Insurance Company. Wells holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Delaware, Florida, New Jersey, New York and Pennsylvania. Equitable Advisors, LLC is a registered investment firm based out of New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It handles $25 billion in assets across its 75,222 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 177 charities and foundations. Of its 75,222 customer accounts, 42% are associated with high-net-worth clients who have at least $1 million in investable assets. Equitable Advisors, LLC offers a broad range 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. Financial advisory fees vary depending on which services the firm provides the client. However, fee types billed by Equitable Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Equitable Advisors, LLC Brokerage Details
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
Brian Wells Work History
Brian has been registered as a financial advisor for 7 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Mass Mutual Life Insurance Company
Metlife Securities Inc
Metropolitan Life Insurance Company
*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.
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 Equitable Advisors, LLC
Mount Pleasant, SC
Falls Church, VA
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 firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.