CW
CFP
CW
CFP
Christopher Wells
22 Years of Experience
Liberty Hill, TX
1 DisclosureBrokerSells Insurance
Christopher Wells is a CFP-designated registered investment advisor, based in Liberty Hill, TX, with 22 years of industry experience.
Location
Liberty Hill, TX
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2023Settled
Other Business ActivitiesSells Insurance
Christopher is a founding partner at Victory Financial Group, a registered investment advisor, dedicating full-time hours to providing financial advice. He also works as an agent selling fixed/traditional insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2023 - Present · 2 yrs 11 mos
Victory Financial
April 2023 - Present · 3 yrs
Previous Registrations
Equitable Advisors, LLCBroker
May 2008 - April 2023 · 14 yrs 11 mos
Equitable Advisors, LLC
May 2008 - April 2023 · 14 yrs 11 mos
Edward Jones
September 2007 - May 2008 · 8 mos
Edward JonesBroker
April 2003 - May 2008 · 5 yrs 1 mo
State Registrations10 states
ARCACOFLILMDOKTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.