Bmss Wesson Wealth Solutions

Bmss Wesson Wealth Solutions (CRD# 282792) is a financial advisory firm headquartered in Birmingham, AL. They manage $493,479,298 in 859 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243
http://www.bmsswesson.com
By the Numbers
  • Total Assets Under Management
    493
    MILLION
  • Total Number of Accounts
    859
    ACCOUNTS
  • Average Account Value
    $574,481
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA

Financial Advisors at Bmss Wesson Wealth Solutions
Showing 1 - 6 of 6 top financial advisors.
1
Felix Tankersley, financial advisor Birmingham AL
Felix M. Tankersley
CRD#: 2807435
3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243

Felix Tankersley (CRD# 2807435) is an Investment Advisor Representative working at Bmss Wesson Wealth Solutions in Birmingham, AL and has over 24 years of experience in the finance industry.

2
Mark Wesson, financial advisor Birmingham AL
Mark A. Wesson
CRD#: 2870801
3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243

Mark Wesson (CRD# 2870801) is an Investment Advisor Representative working at Bmss Wesson Wealth Solutions in Birmingham, AL and has over 26 years of experience in the finance industry.

3
Benaiah Gorman, financial advisor Birmingham AL
Benaiah D. Gorman
CRD#: 7315008
3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243

Benaiah Gorman (CRD# 7315008) is an Investment Advisor Representative working at Bmss Wesson Wealth Solutions in Birmingham, AL and has over 3 years of experience in the finance industry.

4
Rhonda Hitchcock, financial advisor Birmingham AL
Rhonda F. Hitchcock
CRD#: 7192299
3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243

Rhonda Hitchcock (CRD# 7192299) is an Investment Advisor Representative working at Bmss Wesson Wealth Solutions in Birmingham, AL and has over 3 years of experience in the finance industry.

5
Bradley Moore, financial advisor Birmingham AL
Bradley L. Moore
CRD#: 7616538
3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243

Bradley Moore (CRD# 7616538) is an Investment Advisor Representative working at Bmss Wesson Wealth Solutions in Birmingham, AL and has 1 year of experience in the finance industry.

6
Abigail Waddell, financial advisor Jacksonville FL
Abigail Waddell
CRD#: 7399951
Jacksonville, FL

Abigail Waddell (CRD# 7399951) is an Investment Advisor Representative working at Bmss Wesson Wealth Solutions in Jacksonville, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals