Wells Family of Companies | The Wells Family of Companies"

Wells Family of Investment Companies

  The Wells Philosophy "I WILL®" | The Wells Family of Companies

The Wells
 Philosophy
"I WILL®"		  Our Valued
Clients  		Become  a
Wells Client
Contact Us		 Your
Professional
 Management Team		 Portfolio  
Management		 Trust
Services		 Education
Resource
Center		 Pre-Retirees
Retirees

 
 
Wells Family of Companies A Narrative From Our Founder and CEO Client Contract
     
  Wells Investments, Inc. Is a Registered Investment Advisory firm. Founded in 1995 to provide non-discretionary, fee-based accounts and financial planning services.
     
  Valor Financial Securities LLC Is a FINRA and SIPC member, broker-dealer firm. We offer a full service platform as a Pershing, LLC* correspondent.
     
  Wells Global Investment Advisers LLC Is a discretionary, SEC Registered Investment Advisory firm serving the specific needs of our more sophisticated high net worth clients.

 

*Pershing, LLC  A BNY Mellon Company
 
 
Valor Financial Securities, LLC. Member FINRA & SIPC