Wesley MattoxCRD 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.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|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|
Total Assets Under Management292MILLIONS
Total Number of Accounts692ACCOUNTS
Average Account Value$421,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, GA, LA, MA, NC, NY, SC, TN, TX