Richard Leslie Wells
Investment adviser representative at Marco Investment Management LLC
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Marco Investment Management LLCSep 2019 to now
- UnemployedNov 2018 to Sep 2019
- Lifetime Income Store Advisors, LLCJul 2018 to Nov 2018
- UnemployedJan 2018 to Jul 2018
- Camarda Wealth Advisory GroupAug 2017 to Dec 2017
- UnemployedJun 2017 to Aug 2017
- Stansberry Asset ManagementMar 2017 to May 2017
- Independent Insurance AgentJan 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (GA).
Marco Investment Management LLC
$1.8BAssets managed
266Clients
5Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1836788
- Firm CRD
- 108170