Wesley Oglesby
Wesley Oglesby is a CFP-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Greenville, SC, with 24 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
Greenville, SC
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Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Wesley owns rental properties and is the Director of Investment Strategy at Provista Wealth Advisors, dedicating full-time hours to this role. He also dedicates minimal time to Caribou, where he helps clients analyze health insurance options, and Provista Business Services, a tax/accounting/CPA firm.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations23 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.