Kyle WesleyCRD Number: 6126269
Current Firm: Private Advisor Group, LLC
Kyle Wesley (CRD# 6126269) is an Investment Advisor Representative working at Private Advisor Group, LLC in Fairfield, NJ and has over 2 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Private Advisor Group, LLC||Morristown, NJ||Feb 2016 - Current||< 1|
|Lpl||Franklin Lakes, NJ||Feb 2016 - Current||< 1|
|Lpl Financial||Charlotte, NC||May 2014 - Feb 2016||1|
|Ubs Financial Services||Charlotte, NC||Oct 2012 - Apr 2014||1|
|Student At Penn State||State College, PA||Sep 2007 - Dec 2012||5|
|Td Bank||Rock Hill, SC||Sep 2012 - Oct 2012||< 1|
|Td Bank||Frazer, PA||May 2012 - Sep 2012||< 1|
|Unemployed||West Chester, PA||Dec 2011 - May 2012||< 1|
|A. Marinelli & Sons||Upper Darby, PA||May 2011 - Aug 2011||< 1|
|The Saloon||State College, PA||Oct 2010 - Dec 2010||< 1|
|Shop Rite||West Chester, PA||Dec 2006 - Aug 2010||3|
|Advantage Leasing Corp||West Chester, PA||May 2008 - Aug 2008||< 1|
|Student||West Chester, PA||Mar 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management10,642MILLIONS
Total Number of Accounts48,558ACCOUNTS
Average Account Value$219,167
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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