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Robert Alan Wells

Private Advisor Group, LLC

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About Robert Alan Wells

Robert Alan Wells is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. Robert Alan Wells is also a registered investment advisor in Virginia. Robert Alan Wells has been in the financial services industry since 2012. Prior to joining Private Advisor Group, LLC, Robert Alan Wells was with VALIC Financial Advisors, INC.. Robert Alan Wells has Series 7 and Series 66 licenses as well as the SIE exam.

Firm Information

Robert Wells is currently registered with Private Advisor Group, LLC. Private Advisor Group, LLC is a financial advisory firm headquartered in Morristown, New Jersey. The firm manages over $35 billion in assets for individuals, families, businesses, charitable organizations, pension plans, and insurance companies. They offer a wide range of financial planning and investment management services, including portfolio management, retirement planning, college savings planning, and estate planning. Private Advisor Group has a team of over 700 licensed financial advisors and investment professionals.
Private Advisor Group, LLC

305 MADISON AVENUE

MORRISTOWN, NJ 07960

$35.29B

Assets Under Management

1,120

Total Clients

647

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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solicitation/referral

Solicitation/referral

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Solicitor/referral fees

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Robert Wells’s Registration & Firm History

NJ

06/21/2017 - Present

Private Advisor Group, LLC (MORRISTOWN NJ)

VA

07/12/2012 - 03/15/2017

VALIC FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)

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Licenses & Designations

BOTH

Issued 08/18/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Alan Wells.
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