Terry Wells (CRD# 2147013) is an Investment Advisor Representative working at Tsw Wealth Management in Framingham, MA and has over 32 years of experience in the finance industry. Terry Wells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5466021
Fidelity Personal And Workplace Advisors
CRD# 4124104
Commonwealth Financial Network
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2024 - Current | < 1 |
| Wells Financial Advisors, Inc Dba Tsw Wealth Management | Framingham, MA | Oct 1996 - Current | 27 |
| Triad Advisors Inc. | Norcross, GA | Sep 2011 - Feb 2024 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
- MA
- TX
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Total Assets Under Management223MILLIONS
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Total Number of Accounts403ACCOUNTS
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Average Account Value$554,123
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NH, TX
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