Wesley CreeseCRD Number: 2967082
Current Firm: Hefren-tillotson, Inc.
Wesley Creese (CRD# 2967082) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Pittsburgh, PA and has over 18 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Hefren-tillotson, Inc.||Pittsburgh, PA||Oct 1997 - Current||19|
|Creese, Smith, & Company, LLC||Pittsburgh, PA||Nov 1996 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management5,841MILLIONS
Total Number of Accounts19,042ACCOUNTS
Average Account Value$306,765
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV