Eric Lamont Wells

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → Present
  T. Rowe Price
  Owings Mills, MD
• 06/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2010 → Present
  Federal Goverment
  Rockville, MD

Previous Registrations

• 2010-06-28 → 2010-07-23
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2009-06-18 → 2010-01-15
  Msi Financial Services, Inc.
  Rockville, MD
  Hunt Valley, MD

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/07/2024 2) Federal Government Employee, 5600 Fishers Lane, Rockville MD 20852, United States, 06/01/2010, W2 Employee, NIR, 160 HR/MO - 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-03
• S63 Uniform Securities Agent State Law Examination
  2007-01-05

Other Names

• Eric Wells