Natalie Wells is a registered investment advisor, based in Kingsport, TN, with 25 years of industry experience.
Location
125 W. Center St., Suite 101, Kingsport, TN, 37660
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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
Natalie works full-time as a financial advisor for Concurrent Investment Advisors DBA Center Street Wealth Management. She also sells fixed insurance products, dedicating minimal time to this activity, and is a member of Center Street Wealth Management Group, LLC and Center Street Investment Company, LLC.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations7 states
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