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Terry Bradley Wells

Managing Principal/Chief Compliance OfficerWells Financial Advisors, Inc.CRD 2147013

About Terry Bradley Wells

Terry Bradley Wells is listed as Managing Principal/Chief Compliance Officer at Wells Financial Advisors, Inc. in Framingham, MA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Wells Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Terry Bradley Wells work?

Terry Bradley Wells is listed as Managing Principal/Chief Compliance Officer at Wells Financial Advisors, Inc. on SEC Form ADV.

How much of Wells Financial Advisors, Inc. does Terry Bradley Wells own?

Form ADV reports a beneficial ownership band of Over 75%.

Wells Financial Advisors, Inc.

TitleManaging Principal/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since1996
View Wells Financial Advisors, Inc. →