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James Randall Wells

FSA INVESTMENT GROUP, LLC·PENSACOLA, Florida
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212 SOUTH ALCANIZ STREET, PENSACOLA, FL 32502CRD# 6303185Firm CRD# 163641
01

About

James Randall Wells is a registered financial advisor based in PENSACOLA, Florida, affiliated with FSA INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FSA INVESTMENT GROUP, LLC
FSA INVESTMENT GROUP, LLC
AUM
$598M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at FSA INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6303185
Firm CRD# 163641
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Randall Wells offer?
James Randall Wells specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PENSACOLA, Florida for a consultation.
What are James Randall Wells's credentials?
James Randall Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Randall Wells located?
James Randall Wells is based in PENSACOLA, Florida, working with FSA INVESTMENT GROUP, LLC. Their office serves clients in the PENSACOLA metropolitan area and surrounding communities.
How does James Randall Wells charge for services?
James Randall Wells's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FSA INVESTMENT GROUP, LLC?
FSA INVESTMENT GROUP, LLC has approximately 9 employees and manages $598M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PENSACOLA
Thomas William Laundrie — BENJAMIN SECURITIES, INC.William Thomas Baker — BENJAMIN SECURITIES, INC.Nancy Mcghee Lowrey — FSA INVESTMENT GROUP, LLCJohnathan David Hosman — FSA INVESTMENT GROUP, LLCDonna Kay Jordan — MONEY PROFESSIONALS, LLC
Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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