Wesley Brugh, financial advisor Vinton VA

Wesley Brugh

CRD 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 9 years of experience in the finance industry.

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Eagle Strategies LLC
Company Name Location Dates Years
Generational Financial Partners LLC Vinton, VA Jan 2023 - Current 1
Eagle Strategies LLC Vinton, VA Sep 2019 - Current 4
The Conner Group Vinton, VA Jun 2015 - Current 8
Nylife Securities LLC Roanoke, VA Jul 2014 - Current 9
New York Life Insurance Co Roanoke, VA Jan 2014 - Current 10
Roanoke County Public Schools Roanoke, VA Jan 2013 - Jun 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Wesley A. Brugh
Phone Number: (888) 695-3245
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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