Curtis L. Wells
Professional summary
Curtis Larry-raymond Wells, who also goes by Curtis Larry Wells, is a registered financial advisor currently at ASPIRE WEALTH located in Caledonia, Michigan and ADVISOR 123 LLC located in Caledonia, Michigan.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Curtis has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Larry-raymond Wells's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 26, 2023 - Present
ASPIRE WEALTH
Office #1: 5659 N Kraft Lake Dr, Caledonia, MI 49316October 27, 2023 - Present
ADVISOR 123 LLC
Office #1: 5659 N Kraft Lake Dr, Caledonia, MI 49316State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/26/2023)
Exams
Current Firm
ASPIRE WEALTH
CRD#: 307098 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 349 |
| AUM (Assets Under Management) | $ 54,802,904 |
Red Flags
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Company Information
ASPIRE WEALTH
CRD#: 307098Caledonia, MI 49316TRUST BUT VERIFY
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