Wesley McNeillie, financial advisor Franklin TN

Wesley McNeillie

CRD Number: 6569011
Current Firm: Southwestern Investment Advisory Services, Inc.

Wesley McNeillie (CRD# 6569011) is an Investment Advisor Representative working at Southwestern Investment Advisory Services, Inc. in Franklin, TN and has over 2 years of experience in the finance industry. Wesley McNeillie 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.

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Professional Designations
Company Name Location Dates Years
Southwestern Investment Group Franklin, TN Aug 2021 - Current < 1
Raymond James Financial Services, Inc. Franklin, TN Aug 2021 - Current < 1
Southwestern Investment Advisory Services, Inc. Franklin, TN Aug 2021 - Current < 1
Unemployed Nashville, TN Jul 2021 - Jul 2021 < 1
Prudent Street Financial Advisors Brentwood, TN Jan 2018 - Jun 2021 3
Ubs Nashville, TN Sep 2017 - Dec 2017 < 1
University Of Tennessee Chattanooga Chattanooga, TN Jun 2015 - Jul 2017 2
The Patten Group, Inc. Chattanooga, TN May 2016 - May 2017 1
Northwestern Mutual Chattanooga, TN Dec 2015 - May 2016 < 1
University Of Tennessee Knoxville Knoxville, TN Aug 2011 - May 2015 3
Leconte Wealth Management. LLC Maryville, TN Jun 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Wesley H. McNeillie
Phone Number: 615-861-6100
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    3,742
    MILLIONS
  • Total Number of Accounts
    20,932
    ACCOUNTS
  • Average Account Value
    $178,761
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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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