FW
Fay Wells
WELLS, FAY
Culver City, CA 90232
CRD#: 7724798
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FW
Fay WellsWELLS, FAY
Professional summary
Fay Wells is a registered financial advisor currently at WELLS, FAY located in Culver City, California.
Fay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Fay has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Fay Wells's 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®
NoneExperience
Current
May 26, 2023 - Present
WELLS, FAY
Office #1: 10866 Washington Blvd #606, Culver City, CA 90232RIA
CRD#: 326454
Culver City, CA
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
California(5/26/2023)
Current Firm
WF
WELLS, FAY
WELLS, FAY
CRD#: 326454 / SEC#:
California
Registered Investment Advisory firm - (5/26/2023 Approved)Loading...
Contact information
Main Address
10866 Washington Blvd #606, Culver City, CA 90232
Mailing Address
Phone number
(323) 489-8361
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
