Terry Bradley Wells
CFP®, ChFC®, CLU®Professional Summary
Terry Bradley Wells, CFP®, ChFC®, CLU® is a registered financial advisor currently at TSW WEALTH MANAGEMENT located in Framingham, Massachusetts and PURSHE KAPLAN STERLING INVESTMENTS located in Framingham, Massachusetts. Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Terry has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate Planning
- Retirement Planning
- Insurance Planning
- Comprehensive Financial Planning
- Investment Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
35 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
TSW WEALTH MANAGEMENT | WELLS FINANCIAL ADVISORS, INC. | WELLS FINANCIAL ADVISORS
Contact Information
Main Address
205 Newbury Street Suite 201, Framingham, MA 01701Phone Number
(508) 655-9303# of Employees
5SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
425AUM (Assets Under Management)
$279,258,283Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
TSW WEALTH MANAGEMENT | WELLS FINANCIAL ADVISORS, INC. | WELLS FINANCIAL ADVISORS
State Registrations and Notice Filings
(2/9/2024)
(2/9/2024)
(2/9/2024)
(2/9/2024)
(9/5/1996)
(2/9/2024)
(2/9/2024)
(2/9/2024)
(2/9/2024)
(3/14/2019)
(2/9/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Terry Bradley Wells's CRS (Customer Relationship Summary).
Services Offered by Terry
- Estate Planning
- Retirement Planning
- Insurance Planning
- Comprehensive Financial Planning
- Investment Planning
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