Wesley Collard (CRD# 6308941) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Louisville, KY and has over 10 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
Company Name | Location | Dates | Years |
---|---|---|---|
John Hancock | Boston, MA | Jan 2020 - Current | 4 |
John Hancock Distributors LLC | Boston, MA | Jan 2020 - Current | 4 |
Stonewood Financial, LLC | Louisville, KY | Oct 2019 - Dec 2019 | < 1 |
Unemployed - Job Searching | Louisville, KY | Jun 2019 - Sep 2019 | < 1 |
Adp Broker Dealer Inc. | Louisville, KY | Sep 2018 - May 2019 | < 1 |
Adp LLC | Louisville, KY | Sep 2018 - May 2019 | < 1 |
Ameriprise Financial Services, Inc. | Louisville, KY | Feb 2017 - Sep 2018 | 1 |
John Hancock Distributors | Atlanta, GA | Mar 2014 - Feb 2017 | 2 |
John Hancock | Atlanta, GA | Jan 2014 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2014 |
S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- KY
- MA
-
Total Assets Under Management1,852MILLIONS
-
Total Number of Accounts27,727ACCOUNTS
-
Average Account Value$66,777
- 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
- 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.