Charris M. Wells
Professional summary
Charris Marcel Wells, who also goes by Mike Wells, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Charris is registered as a RR (Registered Representative) and started their career in finance in 2021. Charris has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Charris Marcel Wells's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 30, 2025 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201June 3, 2021 - July 24, 2025
ROBINHOOD FINANCIAL, LLC
January 25, 2021 - May 20, 2021
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/30/2025)
Exams
Series 7TO
Date: 1/25/2021
General Securities Representative ExaminationFINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
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.
Company Information
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
Monitor Charris Wells
Get automatic monthly alerts on:
