Wesley Alston
Wesley Alston is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
11919 Jones Maltsberger Rd, San Antonio, TX, 78216
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2022Criminal
July 2014Customer Dispute
February 2010Customer Dispute
May 2009Other Business Activities
Wesley operates Walker Alston Financial Group as a DBA for his LPL business, curates antiques and collectables through Scuderia San Antonio, owns real estate rentals through IMMOTUS, and acts in a fiduciary capacity for the GR Alston Family Trust. These activities take minimal time, with Scuderia San Antonio taking a few hours per week and the other two taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
The 401 (k) Concierge
Wfg Advisors, LP
Wfg Investments, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Nrp Financial, INC.Broker
Nrp Advisors, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.