Chris Wellman

Chris Wellman Email and Phone Number

Director of Wealth Management @ Independent Financial Group, LLC
san diego, california, united states
Chris Wellman's Location
San Diego, California, United States, United States
Chris Wellman's Contact Details
About Chris Wellman

Chris Wellman is a Director of Wealth Management at Independent Financial Group, LLC. He possess expertise in asset allocation, portfolio management.

Chris Wellman's Current Company Details
Independent Financial Group, LLC

Independent Financial Group, Llc

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Director of Wealth Management
san diego, california, united states
Website:
ifgsd.com
Employees:
138
Chris Wellman Work Experience Details
  • Independent Financial Group, Llc
    Director
    Independent Financial Group, Llc Jul 2021 - Present
    San Diego, California, United States
    View
  • Independent Financial Group, Llc
    Investment Platform Manager
    Independent Financial Group, Llc May 2015 - Jul 2021
    San Diego, Ca
  • Vlp Financial Advisors
    Assistant Portfolio Manager
    Vlp Financial Advisors Nov 2009 - Apr 2015
    8391 Old Courthouse Road, Ste. 203, Vienna, Va 22182
  • Dunham & Associates
    Investment Analyst
    Dunham & Associates 2005 - 2009
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  • Lpl
    Mutual Fund Trader
    Lpl May 2003 - Oct 2006
    View

Chris Wellman Skills

Asset Allocation Portfolio Management

Chris Wellman Education Details

Frequently Asked Questions about Chris Wellman

What company does Chris Wellman work for?

Chris Wellman works for Independent Financial Group, Llc

What is Chris Wellman's role at the current company?

Chris Wellman's current role is Director of Wealth Management.

What is Chris Wellman's email address?

Chris Wellman's email address is pb****@****hoo.com

What is Chris Wellman's direct phone number?

Chris Wellman's direct phone number is +185824*****

What schools did Chris Wellman attend?

Chris Wellman attended University Of Maryland University College, Minnesota State University, Mankato.

What skills is Chris Wellman known for?

Chris Wellman has skills like Asset Allocation, Portfolio Management.

Who are Chris Wellman's colleagues?

Chris Wellman's colleagues are Erick Montiel, Nguessan Kouadio, Ravyn Ferreira, Edwin Unland, Elycia Edwards, Robert Turley, Austin Fischer.

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