Wesley Mattox, financial advisor Pompano Beach FL

Wesley Mattox

CRD Number: 6332844
Current Firm: Integrated Financial Strategies, LLC

Wesley Mattox (CRD# 6332844) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano Beach, FL and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Integrated Financial Strategies, LLC Charlotte, NC Feb 2022 - Current 1
Wolfe Research Advisors, LLC New York, NY May 2020 - Feb 2022 1
Wolfe Research New York, NY Mar 2019 - Feb 2022 2
Evaluserve Raleigh, NC Jun 2015 - Mar 2019 3
Unc Chapel Hill Chapel Hill, NC Aug 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2019
Contact Info for Wesley J. Mattox
Phone Number: 704-643-5000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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