Unclaimed Profile

James Randall Wells

FSA INVESTMENT GROUP, LLC·PENSACOLA, Florida

Series 65Clean record12 years registeredFSA INVESTMENT GROUP, LLC

212 SOUTH ALCANIZ STREET, PENSACOLA, FL 32502CRD# 6303185Firm CRD# 163641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Randall Wells · PENSACOLA, FL

Registration

CRD #6303185 · FSA INVESTMENT GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

FSA INVESTMENT GROUP, LLC

Feb 2014 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 27, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FSA INVESTMENT GROUP, LLC

CRD 163641 · SEC 801-76511

AUM

$598M

Regulatory assets under management

Employees

143 client accounts

Services offered by FSA INVESTMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FSA INVESTMENT GROUP, LLC →

Introduction

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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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