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Terry Bradley Wells

WELLS FINANCIAL ADVISORS, INC.·FRAMINGHAM, Massachusetts
Clean recordWELLS FINANCIAL ADVISORS, INC.
205 NEWBURY STREET, FRAMINGHAM, MA 01701CRD# 2147013Firm CRD# 125209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry Bradley Wells · FRAMINGHAM, MA
Registration
CRD #2147013 · WELLS FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Terry Bradley Wells is a registered financial advisor based in FRAMINGHAM, Massachusetts, affiliated with WELLS FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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Firm Overview

Firm
WELLS FINANCIAL ADVISORS, INC.
TSW WEALTH MANAGEMENT
AUM
$223M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WELLS FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2147013
Firm CRD# 125209
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terry Bradley Wells offer?
Terry Bradley Wells specializes in Financial Planning, Investment Management. Contact their office in FRAMINGHAM, Massachusetts for a consultation.
What are Terry Bradley Wells's credentials?
Terry Bradley Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Bradley Wells located?
Terry Bradley Wells is based in FRAMINGHAM, Massachusetts, working with WELLS FINANCIAL ADVISORS, INC.. Their office serves clients in the FRAMINGHAM metropolitan area and surrounding communities.
How does Terry Bradley Wells charge for services?
Terry Bradley Wells's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLS FINANCIAL ADVISORS, INC.?
WELLS FINANCIAL ADVISORS, INC. has approximately 5 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELLS FINANCIAL ADVISORS, INC.

Sarah Ann Wells
FRAMINGHAM, MA

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Nearby cities in Massachusetts
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Research
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