Wesley Smith
Wesley Smith is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, IL, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
205 South Water Street, Wilmington, IL, 60481
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wesley is the owner/proprietor of Prairie Lane Studios, his wife's piano/music lesson business, and spends minimal time on bookkeeping. He is also an agent for Oak Knoll Insurance Strategies, Inc., dedicating a few hours per week to managing the business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations24 states
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