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Duncan Graham Wells

Ranger Global Holdings LLC

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About Duncan Graham Wells

Duncan Graham Wells is an Investment Advisor Representative associated with Ranger Global Holdings LLC. Duncan has been in the industry since 2009 and is currently registered with the state of Virginia. Duncan also holds the Series 65, Series 66, Series 3, and Series 7 securities licenses. Prior to joining Ranger Global Holdings LLC, Duncan worked at Barclays Capital Inc. and Cambridge Associates.

Firm Information

Duncan Wells is currently registered with Ranger Global Holdings LLC. Ranger Global Holdings LLC is an investment advisor with 2 investment advisor representatives. They manage approximately $54,884,217 in assets for 37 clients. They provide portfolio management services for individuals and businesses. Their clients include high-net-worth individuals and charitable organizations.

$54.88M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Duncan Wells’s Registration & Firm History

VA

08/11/2017 - Present

Ranger Global Holdings LLC (CHARLOTTESVILLE VA)

PA

08/31/2009 - 05/05/2011

BARCLAYS CAPITAL INC. (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 07/26/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/04/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2010

Series 3 - National Commodity Futures Examination

BC

Issued 08/28/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Duncan Graham Wells.
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