Christopher Ronald Wells
Investment adviser representative at Victory Financial
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Victory FinancialApr 2023 to now
- Victory Financial Group, LLCApr 2023 to now
- Purshe Kaplan Sterling InvestmentsMay 2020 to now
- Equitable Advisors, LLCJun 2008 to Apr 2023
- AXA Advisors, LLCMay 2008 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Victory Financial
Legal name: Victory Financial Group LLC
$1.3BAssets managed
3,003Clients
56Advisers
3 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
- 4630658
- Firm CRD
- 324943