Terry Wells is a CFP, ChFC-designated registered investment advisor, based in Framingham, MA, with 34 years of industry experience.
Location
205 Newbury Street, Suite 201, Framingham, MA, 01701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terry is a managing principal at Wells Financial Advisors, Inc dba TSW Wealth Management, dedicating nearly full-time hours to this role. Terry also works as an agent selling fixed insurance and annuity products through Fixed Insurance and PKSF, spending minimal time on each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Tsw Wealth Management
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Sunamerica Securities, INC.Broker
American Express Service CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
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