Robert Wells is a registered investment advisor, based in San Antonio, TX, with 20 years of industry experience.
Location
15935 La Cantera Pkwy, San Antonio, TX, 78256
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Regulatory History (1)
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Financial
February 2019Final
Employment History
Current Registrations
Victory Capital Services, INC.Broker
April 2022 - Present · 4 yrs 5 mos
Victory Capital Management INC.
April 2022 - Present · 4 yrs 5 mos
Previous Registrations
Victory Capital Management INC.
January 2021 - November 2021 · 10 mos
Victory Capital Services, INC.Broker
July 2019 - November 2021 · 2 yrs 4 mos
USAA Investment Management Company
January 2018 - July 2019 · 1 yr 6 mos
USAA Financial Advisors, INC.Broker
February 2008 - July 2019 · 11 yrs 5 mos
USAA Financial Planning Services
February 2008 - January 2018 · 9 yrs 11 mos
Citigroup Global Markets INC.
August 2006 - January 2008 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
August 2006 - January 2008 · 1 yr 5 mos
Thrivent Investment Management INC.
May 2005 - August 2006 · 1 yr 3 mos
Thrivent Investment Management INC.Broker
May 2005 - August 2006 · 1 yr 3 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.