Wesley Smith, financial advisor Wilmington IL
90 score

Wesley Smith

CRD Number: 5523803
Current Firm: Raymond James Financial Services Advisors, Inc.

Wesley Smith (CRD# 5523803) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Daily & Francis Financial Services Wilmington, IL Oct 2013 - Current 3
Raymond James Financial Services Advisors Inc. Wilmington, IL Oct 2012 - Current 4
Raymond James Financial Services, Inc. Wilmington, IL May 2012 - Current 4
Daily & Francis Wilmongton, IL Jan 2012 - Current 4
S.j. Francis Insurance Agency, Inc. Wilmington, IL Nov 2007 - Current 9
Raymond James Financial Services, Inc. Wilmington, IL Apr 2008 - May 2012 4
Miteq/mcl, Inc. Bolingbrook, IL Feb 1992 - Nov 2007 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Wesley E. Smith
Phone Number: 727-567-5877
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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