Carson Ray Wells

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 01/2022 → Present
  Wells Financial Services
  Fayetteville, GA
• 07/2017 → 07/2022
  Publix Supermarket
  Mcdonough, GA
• 08/2014 → 05/2021
  Locust Grove High School
  Locust Grove, GA
• 03/2025 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Other Businesses

1. Wells Financial Services. Non-investment-related. Start Date 01/19/2022. Client-related activities such as research, filing, note-taking, and other administrative duties. 10 total hrs per month. 10 hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-07-30