Dennis Wells
Dennis Wells is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bonita Springs, FL, with 49 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Bonita Springs, FL
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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 Activities
Dennis has minimal involvement with Sentinels Financial Group and WCI Capital Corporation, where he is listed as 'other' and owner of a support company, respectively. Neither role is investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wells Company, INC.Broker
Investment Search, INC.Broker
Apache Programs, INC.Broker
State Registrations20 states
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