Wesley Smith (CRD# 7729131) is an Investment Advisor Representative working at Lpl Financial LLC in Sayre, PA and has 1 year of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 4221381
Raymond James Financial Services Advisors, Inc.
CRD# 4420494
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Towanda, PA | Apr 2023 - Current | 1 |
| M&t Bank | Towanda, PA | Dec 2018 - Current | 5 |
| Unemployed | Towanda, PA | Nov 2018 - Dec 2018 | < 1 |
| Gannon Associates | Athens, PA | Oct 2016 - Nov 2018 | 2 |
| Unemployed | Towanda, PA | May 2016 - Oct 2016 | < 1 |
| Mansfield University | Mansfield, PA | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- NY
- PA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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