Wesley Joiner (CRD# 5732382) is an Investment Advisor Representative working at Legacy Financial Advisors in Saint Simons Island, GA and has over 11 years of experience in the finance industry.
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
CRD# 6300746
Synovus Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | St. Simons Island, GA | Sep 2022 - Current | 1 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Current | 3 |
| Legacy Financial Advisors, LLC | Saint Simons Island, GA | Oct 2008 - Current | 15 |
| First Allied Securiites, Inc. | San Diego, CA | Nov 2009 - Sep 2022 | 12 |
| First Allied Advisory Services, Inc. | Schaumburg, IL | Nov 2009 - Nov 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- GA
- TX
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts539ACCOUNTS
-
Average Account Value$165,100
- 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
- Other
GA, TX
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