Wesley Thomas (CRD# 6723248) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Jacksonville, FL and has over 7 years of experience in the finance industry. Wesley Thomas 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.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Jacksonville, FL | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Jacksonville, FL | Feb 2021 - Current | 3 |
| Bb&t Securities | Ponte Vedra Beach, FL | Oct 2018 - Feb 2021 | 2 |
| 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 |
- FL
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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