Wesley Roper (CRD# 3119650) is an Investment Advisor Representative working at Smith Moore & Company in Kirksville, MO and has over 25 years of experience in the finance industry. Wesley Roper 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# 4413037
Cambridge Investment Research Advisors, Inc.
CRD# 1839734
Ameriprise Financial Services, LLC
CRD# 6564165
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smith Moore & Co | Clayton, MO | Mar 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
- MO
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Total Assets Under Management1,706MILLIONS
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Total Number of Accounts4,988ACCOUNTS
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Average Account Value$342,016
- 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
- Selection of other advisers (including private fund managers)
MS
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