Wesley Young (CRD# 2758754) is an Investment Advisor Representative working at Oakwood Advisory Group, LLC in Prosper, TX and has over 19 years of experience in the finance industry. Wesley Young 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# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 1255317
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakwood Advisory Group | Prosper, TX | Nov 2011 - Current | 12 |
| Mass Mutual | Forth Worth, TX | Jan 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management9MILLIONS
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Total Number of Accounts31ACCOUNTS
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Average Account Value$304,836
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
TX
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