Wesley Thomas, financial advisor Atlanta GA

Wesley Thomas

CRD Number: 6723248
Current Firm: Truist Advisory Services, Inc.

Wesley Thomas (CRD# 6723248) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Ponte Vedra Beach, FL Feb 2021 - Current < 1
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current < 1
Bb&t Securities Ponte Vedra Beach, FL Oct 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Oct 2016 - Sep 2018 1
Unemployed Jacksonville, FL Apr 2016 - Oct 2016 < 1
Vail Resorts Breckenridge, CO Feb 2016 - Apr 2016 < 1
Florida State University Tallahassee, FL Jul 2015 - Dec 2015 < 1
Lapp Group Usa Florham Park, NJ Jun 2015 - Jul 2015 < 1
Florida State University Tallahassee, FL Feb 2011 - Jun 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Wesley J. Thomas
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    53,898
    MILLIONS
  • Total Number of Accounts
    124,678
    ACCOUNTS
  • Average Account Value
    $432,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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