Wes Mccrimmon is a registered investment advisor, based in Bethesda, MD, with 10 years of industry experience.
Location
7373 Wisconsin Ave., Suite #750, Bethesda, MD, 20814
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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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Wes works full-time as an Internal Sales representative for Potomac Fund Management. This activity is not investment-related.
Employment History
Previous Registrations
Potomac
June 2024 - March 2026 · 1 yr 9 mos
Jcg Advisory Group, LLC
August 2019 - January 2025 · 5 yrs 5 mos
LPL Financial LLC
August 2017 - August 2019 · 2 yrs
Exams
No exam information available for this advisor.