Geoffrey Alan Wells
Investment adviser representative at Bpc Advisors LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$158.3MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Bpc Advisors LLCJan 2018 to now
- Rockbridge Investment Management, LLCNov 2012 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
Bpc Advisors LLC
$158.3MAssets managed
126Clients
2Advisers
7 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
- 5900204
- Firm CRD
- 284429