Wesley Moss, financial advisor Atlanta GA
96 score

Wesley Moss

CRD Number: 3099346
Current Firm: Wela Strategies, LLC

Wesley Moss (CRD# 3099346) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. Wesley Moss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wela Strategies.llc Atlanta, GA Apr 2009 - Current 7
Capital Investment Adivsors, LLC Atlanta, GA Feb 2009 - Current 7
Ubs Financial Services Inc. Atlanta, GA Aug 2003 - Feb 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Wesley H. Moss
Phone Number: 404-531-0018
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    914
    ACCOUNTS
  • Average Account Value
    $86,406
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AL, CA, FL, GA, LA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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