Douglas Wells

from Wells Trecaso Financial Group, LLC
SEC regulated
Regulated Investment Advisor
Douglas Wells is a financial advisor based in Ohio, Akron, with 42 years of experience. Douglas currently works for Wells Trecaso Financial Group, LLC. Douglas maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Douglas Wells works at Wells Trecaso Financial Group, LLC
Wells Trecaso Financial Group, LLC is a financial advisory firm based in Akron, Ohio. It currently has approximately $424,686,318 of assets under management and employs about 7 people. Wells Trecaso Financial Group, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
24 years
Fee structure
and a percentage of assets under your management
Office location
3560 West Market Street, Suite 340, Akron, Ohio, 44333

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