Richard L. Wells

MARCO INVESTMENT MANAGEMENT

ATLANTA, GA 30326

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CRD#: 1836788

Professional summary

Richard Leslie Wells is a registered financial advisor currently at MARCO INVESTMENT MANAGEMENT LLC located in Atlanta, Georgia.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Richard has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Leslie Wells's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 7, 2019 - Present

MARCO INVESTMENT MANAGEMENT LLC

Office #1: 1100 Atlanta Financial Center 3353 Peachtree Road Ne, Atlanta, GA 30326

RIA

CRD#: 108170

ATLANTA, GA

Past

August 7, 2018 - November 28, 2018

ODINGARD CAPITAL MANAGEMENT

RIA

CRD#: 297861

WOODSTOCK, GA

Past

September 6, 2017 - December 8, 2017

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

Roswell, GA

Past

May 12, 2015 - December 31, 2015

UK PENSION ADVISORS, INC.

RIA

CRD#: 208513

ROSWELL, GA

Past

August 12, 2014 - February 25, 2015

SHEAFF BROCK INVESTMENT ADVISORS, LLC

RIA

CRD#: 118739

ROSWELL, GA

Past

January 15, 2014 - June 27, 2014

CONVERGENT WEALTH ADVISORS, LLC

RIA

CRD#: 143719

POTOMAC, MD

Past

March 7, 2003 - February 1, 2013

FISHER INVESTMENTS

RIA

CRD#: 107342

ROSWELL , GA

Past

October 4, 2001 - October 1, 2002

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

May 14, 2001 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

July 12, 1996 - June 25, 1999

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

February 9, 1996 - April 15, 1996

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

July 21, 1995 - January 24, 1996

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

June 21, 1988 - July 12, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARCO INVESTMENT MANAGEMENT LLC

CRD#: 108170 / SEC#: 801-55605

RIA

Registered Investment Advisory firm - (6/8/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/7/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/23/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/28/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/8/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/18/1988

General Securities Representative Examination

Current Firm

MARCO INVESTMENT MANAGEMENT LLC

CRD#: 108170 / SEC#: 801-55605

RIA

Registered Investment Advisory firm - (6/8/1998 Approved)

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Contact information

Main Address

1100 Atlanta Financial Center 3353 Peachtree Road Ne, Atlanta, GA 30326

Mailing Address

Phone number

(404) 504-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCO INVESTMENT MANAGEMENT, LLC COMPLETE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	698
AUM (Assets Under Management)	$ 1,726,524,716

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Richard L. Wells

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Leslie Wells's CRS (Customer Relationship Summary).

Certified licenses

Experience

ODINGARD CAPITAL MANAGEMENT

CAMARDA WEALTH ADVISORY GROUP

UK PENSION ADVISORS, INC.

SHEAFF BROCK INVESTMENT ADVISORS, LLC

CONVERGENT WEALTH ADVISORS, LLC

FISHER INVESTMENTS

QUASAR DISTRIBUTORS, LLC

FIRST FUND DISTRIBUTORS, INC.

WMA SECURITIES, INC.

ARAGON FINANCIAL SERVICES, INC.

A. G. EDWARDS & SONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MARCO INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/23/2014

Series 63

Date: 6/28/1988

SIE

Date: 10/8/2024

Series 7

Date: 6/18/1988

Current Firm

MARCO INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARCO INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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