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Douglas Allen Wells

ALBION MANAGEMENT GROUP·SALT LAKE CITY, Utah
Series 65Clean record20 years registeredALBION MANAGEMENT GROUP
812 EAST 2100 SOUTH, SALT LAKE CITY, UT 84106CRD# 4996428Firm CRD# 105957

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Allen Wells · SALT LAKE CITY, UT
Registration
CRD #4996428 · ALBION MANAGEMENT GROUP · 20 years registered
Brand Profile
Not yet started
01

Career History

ALBION FINANCIAL GROUP
Oct 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 6, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALBION MANAGEMENT GROUP
CRD 105957 · SEC 801-18270
AUM
$1.6B
Regulatory assets under management
Employees
30
2,292 client accounts
Services offered by ALBION MANAGEMENT GROUP
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ALBION MANAGEMENT GROUP →
Introduction

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05

Frequently Asked Questions

What services does Douglas Allen Wells offer?
Douglas Allen Wells specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Douglas Allen Wells's credentials?
Douglas Allen Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Allen Wells located?
Douglas Allen Wells is based in SALT LAKE CITY, Utah, working with ALBION MANAGEMENT GROUP. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Douglas Allen Wells charge for services?
Douglas Allen Wells's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALBION MANAGEMENT GROUP?
ALBION MANAGEMENT GROUP has approximately 30 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALBION MANAGEMENT GROUP

Mason Laird Woolf
SALT LAKE CITY, UT
Ryan Jacobs
SALT LAKE CITY, UT
Elizabeth Ada Bernhard
SALT LAKE CITY, UT
William Tobias Levitt
SALT LAKE CITY, UT
Debra Rae Knotts
SALT LAKE CITY, UT
John P Bergerson
SALT LAKE CITY, UT
CFA

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