Wesley TibbettsCRD Number: 5409920
Current Firm: Towle & Co
Wesley Tibbetts (CRD# 5409920) is an Investment Advisor Representative working at Towle & Co in Saint Louis, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Towle & Company||St. Louis, MO||Sep 2010 - Current||6|
|Lehman Brothers / Neuberger Berman||Dallas, TX||Feb 2008 - Sep 2010||2|
|Southern Methodist University||Dallas, TX||Aug 2004 - Feb 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management459MILLIONS
Total Number of Accounts81ACCOUNTS
Average Account Value$5,672,298
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients