Wesley ThomasCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|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|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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