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Wesley Coyle

Raymond James Financial Services Advisors, INC
24 Years of Experience
Austin, TX
1 DisclosureBroker
View SEC Summary
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Wesley Coyle is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Austin, TX, with 24 years of industry experience. Wesley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6500 River Place Blvd Building 7, Suite 250, Austin, TX, 78730

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2025
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Wesley is an advisor and branch owner for The Coyle Group, a DBA/support company in Austin, TX, since January 2025. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2025 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Morgan Stanley
April 2012 - February 2025 · 12 yrs 10 mos
Morgan StanleyBroker
April 2012 - February 2025 · 12 yrs 10 mos
UBS Financial Services INC.
March 2011 - April 2012 · 1 yr 1 mo
UBS Financial Services INC.Broker
March 2011 - April 2012 · 1 yr 1 mo
Goldman, Sachs & CO.Broker
February 2005 - October 2010 · 5 yrs 8 mos
Electronic Access Direct, INC.Broker
September 2004 - February 2005 · 5 mos
Sunstate Equity TradingBroker
October 2003 - November 2004 · 1 yr 1 mo
Lincoln Financial Advisors CorporationBroker
June 2003 - October 2003 · 4 mos
The Lincoln National Life Insurance CompanyBroker
June 2003 - October 2003 · 4 mos
Sunstate Equity TradingBroker
July 2000 - March 2002 · 1 yr 8 mos
State Registrations12 states
ARCACOCTFLLAMANJNMNYTXVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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