WP
CFA · CFP
WP
CFA · CFP

Wesley Robert Pingelton

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
282 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$393.5M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500
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Location

6950 Tpc Drive, Suite 110, Mckinney, TX, 75070

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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 ActivitiesSells Insurance

Wesley is an insurance agent for Ash Brokerage and Heritage Capital Strategies, spending a few hours per week on each. He also dedicates about a quarter of his time to FullCircle Wealth for investment planning and management, and holds leadership roles in several soccer-related businesses.

Employment History
Current Registrations
Fullcircle Wealth LLC
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Triad Advisors LLCBroker
March 2013 - April 2024 · 11 yrs 1 mo
Invest Financial Corporation
October 2009 - March 2013 · 3 yrs 5 mos
Invest Financial CorporationBroker
October 2009 - March 2013 · 3 yrs 5 mos
Biltmore Capital Advisors
February 2009 - October 2009 · 8 mos
Fsc Securities Corporation
April 2008 - October 2009 · 1 yr 6 mos
Fsc Securities CorporationBroker
October 2006 - October 2009 · 3 yrs
Lincoln Financial Advisors Corporation
September 2004 - January 2006 · 1 yr 4 mos
Lincoln Financial Advisors CorporationBroker
July 2003 - January 2006 · 2 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
July 2003 - January 2006 · 2 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.