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Wesley Singleton

43 Years of Experience
Greenville, NC
Broker

Wesley Singleton is a registered investment advisor at Raymond James & Associates, INC., based in Greenville, NC, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2635 Charles Blvd, Ste A, Greenville, NC, 27858

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Wesley is a partner in BPS of Greenville LLC, which owns a commercial real estate building primarily leased by Raymond James & Associates. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2005 - Present · 20 yrs 7 mos
Raymond James & Associates, INC.Broker
September 2005 - Present · 20 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
December 2003 - October 2005 · 1 yr 10 mos
UBS Financial Services INC.Broker
August 2000 - October 2005 · 5 yrs 2 mos
J.C. Bradford & CO.Broker
October 1989 - August 2000 · 10 yrs 10 mos
Edward D. Jones & CO., L.P.Broker
June 1982 - November 1989 · 7 yrs 5 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.