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Portia H. Wells

Hms Investment Advisors

Nashville, TN

CRD 4843365

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Employer firm

Hms Investment Advisors CRD 149764

$282M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ASSET ALLOCATION CONSULTING AND FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Hms Investment Advisors

5130 Ashland City Hwy, Nashville, TN 37218 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2016-02-04
  • TN RA
    APPROVED
    Since 2016-02-04

Branch Locations

5130 Ashland City Hwy, Nashville, TN 37218 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hms Capital Management, Llc Nashville TN 02/2016 Present
  • 02/2016 → Present
    Hms Capital Management, Llc
    Nashville, TN
Previous Registrations
  • 2005-01-04 → 2006-02-23
    Uvest Financial Services Group, Inc.
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-17
  • S66 Uniform Combined State Law Examination
    2004-12-17
Designations
  • Certified Financial Planner
Other Names
  • Portia Wells

View on SEC IAPD

Nearby Firms

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Nearby Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN

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