Wesley Joiner
Wesley Joiner is a registered investment advisor at Legacy Financial Advisors, based in Saint Simons Island, GA, with 13 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 216 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Financial Advisors charges a percentage of the value of your portfolio for investment management. The fee is calculated based on the different investment models used and how your assets are allocated among them. The maximum annual advisory fee is 1.50%.
Location
Saint Simons Island, GA
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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 a registered representative, partner in IMaximize Social Security LLC, and an independent licensed insurance agent. He also serves as CFO for Nibble Nation and President of Visitssi LLC, dedicating about a quarter of his time to each, and works full-time as CCO for Legacy Financial Advisors LLC.
Employment History
Current Registrations
Legacy Financial Advisors
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
Legacy Financial Advisors, LLC
First Allied Securities, INC.Broker
State Registrations2 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.