Wesley Frierson, financial advisor Seneca SC
83 score

Wesley Frierson

CRD Number: 4562335
Current Firm: Voya Financial Advisors, Inc.

Wesley Frierson (CRD# 4562335) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Seneca, SC and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Seneca, SC Sep 2014 - Current 2
Frierson Capital Management Seneca, SC Jun 2013 - Current 3
Frierson Financials, Llc/frierson Financial Services Seneca, SC Jun 2013 - Current 3
Wes Frierson-independent Insurance Agent Seneca, SC Aug 2003 - Current 13
Ing Financial Partners Seneca, SC Jan 2004 - Sep 2014 10
Blue Ridge Wealth Management , Inc. Seneca, SC Oct 2012 - Apr 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2003
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Wesley S. Frierson
Phone Number: 1-800-356-2906
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
83

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