Wesley Cyrus (CRD# 6461718) is an Investment Advisor Representative working at Principal Securities, Inc. in Pryor, OK and has over 8 years of experience in the finance industry.
CRD# 6683272
Edward Jones
CRD# 7053295
Edward Jones
CRD# 3188572
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Union Financial | Pryor, OK | Sep 2021 - Current | 2 |
| Principal Life Insurance Company | Pryor, OK | Feb 2020 - Current | 4 |
| Principal Securities Inc. | Pryor, OK | Feb 2020 - Current | 4 |
| Mwa Financial Services Inc. | Rock Island, IL | Mar 2015 - Feb 2020 | 4 |
| Modern Woodmen Of America | Rock Island, IL | Jan 2015 - Feb 2020 | 5 |
| Unemployed | Sapulpa, OK | Aug 2014 - Dec 2014 | < 1 |
| First Oklahoma Bank | Tulsa, OK | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- OK
- TX
-
Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
-
Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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