Wesley BrughCRD Number: 6284957
Current Firm: Eagle Strategies LLC
Wesley Brugh (CRD# 6284957) is an Investment Advisor Representative working at Eagle Strategies LLC in Vinton, VA and has over 8 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Mutual Of Omaha Investor Services, Inc.
Eagle Strategies LLC
|Eagle Strategies LLC||Vinton, VA||Sep 2019 - Current||3|
|The Conner Group||Vinton, VA||Jun 2015 - Current||7|
|Nylife Securities LLC||Roanoke, VA||Jul 2014 - Current||8|
|New York Life Insurance Co||Roanoke, VA||Jan 2014 - Current||8|
|Roanoke County Public Schools||Roanoke, VA||Jan 2013 - Jun 2016||3|
|Old Dominion University||Norfolk, VA||Aug 2011 - Dec 2013||2|
|Virginia Beach Public Schools||Virginia Beach, VA||Mar 2012 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.