DW
DW

Dean M Wells

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,561 clients
Average Client Portfolio
$183K average
Assets Under Management
$285.4M

Fee Structure

Minimum Investment:$5K
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Location

7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Dean operates under the DBA Wells Investment Services since 2007. Since 2010, he sells non-variable insurance products, including Medicare Supplement plans, Medicare Advantage plans, and senior ancillary products, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Modern Capital Advisors, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Modern Capital Advisors, LLC
January 2012 - December 2021 · 9 yrs 11 mos
Liberty Partners Financial Services, LLCBroker
December 2011 - October 2025 · 13 yrs 10 mos
LPL Financial LLC
September 2007 - December 2011 · 4 yrs 3 mos
LPL Financial LLCBroker
September 2007 - December 2011 · 4 yrs 3 mos
Edward Jones
August 2007 - September 2007 · 1 mo
Edward JonesBroker
December 2002 - September 2007 · 4 yrs 9 mos
Charles Schwab & CO., INC.Broker
May 2000 - December 2002 · 2 yrs 7 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.