Wesley McNeillieCRD 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.
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
Raymond James Financial Services Advisors, Inc.
|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|
Total Assets Under Management3,742MILLIONS
Total Number of Accounts20,932ACCOUNTS
Average Account Value$178,761
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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