Wesley Owen Bales Investment Advisory Service

Wesley Owen Bales Investment Advisory Service (CRD# 114010) is a financial advisory firm headquartered in , . They manage $21,510,741 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $364,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Wesley Owen Bales Investment Advisory Service
Showing 1 - 1 of 1 top financial advisors.
1
Wesley O. Bales
CRD#: 11254
7422 Greatwood Lake Dr,, N/a, Sugar Land, TX 77479
93
Wealthminder
score

Wesley Bales (CRD# 11254) is an Investment Advisor Representative working at Wesley Owen Bales Investment Advisory Service in Sugar Land, TX and has over 35 years of experience in the finance industry.

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