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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee Wells is an investment advisor representative with Victory Capital Management Inc. Robert Lee Wells is a licensed advisor representative with Victory Capital Management Inc. and has been in the industry for over 17 years. Robert Lee Wells has been registered with the SEC since 2006 and has experience working with clients such as individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and investment companies. Robert Lee Wells holds Series 7, Series 66 and SIE licenses. Robert Lee Wells is currently registered with Victory Capital Management Inc. in Texas and has previously been associated with USAA Financial Advisors, Inc., Citigroup Global Markets Inc., and Thrivent Investment Management Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/04/2022 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
07/01/2019 - 11/10/2021
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
02/04/2008 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
LA
08/24/2006 - 01/25/2008
CITIGROUP GLOBAL MARKETS INC. (BATON ROUGE LA)
LA
05/17/2005 - 08/21/2006
THRIVENT INVESTMENT MANAGEMENT INC. (GONZALES LA)
BOTH
Issued 05/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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