Mark Wesson (CRD# 2870801) is an Investment Advisor Representative working at Bmss Wesson Wealth Solutions in Birmingham, AL and has over 26 years of experience in the finance industry. Mark Wesson 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# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eversource Wealth Advisors, LLC | Birmingham, AL | Jan 2017 - Current | 7 |
| Bmss Wesson Wealth Solutions, LLC | Birmingham, AL | Jan 2016 - Current | 8 |
| Bmss, LLC | Birmingham, AL | Nov 2015 - Current | 8 |
| Lpl Financial LLC | Charlotte, NC | Oct 2013 - Nov 2015 | 2 |
| Cadence Bank N.a. | Birmingham, AL | Sep 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
- AL
-
Total Assets Under Management493MILLIONS
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Total Number of Accounts859ACCOUNTS
-
Average Account Value$574,481
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, FL, GA
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