TrueAdvisor
TrueAdvisor
WT
WT

Westley E Tibbs

Homestead Advisers CORP.
12 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Homestead Advisers CORP.
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
2 clients
Average Client Portfolio
$3.9B average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$5M

Location

4301 Wilson Blvd., Arlington, VA, 22203-1860

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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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Employment History
Current Registrations
Homestead Financial Services CORP.
May 2025 - Present · 9 mos
Homestead Advisers CORP.
May 2025 - Present · 9 mos
Homestead Financial Services CORP.Broker
May 2025 - Present · 9 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2022 - April 2025 · 3 yrs 3 mos
Charles Schwab & CO., INC.
January 2022 - April 2025 · 3 yrs 3 mos
TD Ameritrade, INC.Broker
March 2019 - July 2024 · 5 yrs 4 mos
TD Ameritrade Investment Management, LLC
March 2019 - September 2023 · 4 yrs 6 mos
TD Ameritrade, INC.
March 2019 - October 2022 · 3 yrs 7 mos
Founders Financial Securities LLCBroker
January 2018 - September 2018 · 8 mos
Founders Financial Securities, LLC
January 2018 - September 2018 · 8 mos
Raymond James Financial Services Advisors, INC
July 2017 - December 2017 · 5 mos
Raymond James Financial Services, INC.Broker
July 2017 - December 2017 · 5 mos
Lincoln Financial Advisors Corporation
April 2017 - July 2017 · 3 mos
Lincoln Financial Advisors CorporationBroker
April 2017 - July 2017 · 3 mos
Cetera Investment Services LLCBroker
July 2014 - February 2017 · 2 yrs 7 mos
Cetera Investment Advisers LLC
July 2014 - February 2017 · 2 yrs 7 mos
PNC Investments
April 2013 - June 2014 · 1 yr 2 mos
PNC InvestmentsBroker
March 2013 - June 2014 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - October 2012 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2012 - October 2012 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.