WG
WG

Wesley Gallegos

9 Years of Experience
Bonita Springs, FL
Broker

Wesley Gallegos is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bonita Springs, FL, with 9 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

27299 Riverview Center Blvd., Suite 100, Bonita Springs, FL, 34134

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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 Activities

Wesley owns rental real estate since 2010, dedicating minimal time to it. He is also a partner at Gallegos Wealth Management, where he manages the branch office, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Edward Jones
August 2016 - September 2022 · 6 yrs 1 mo
Edward JonesBroker
June 2016 - September 2022 · 6 yrs 3 mos
State Registrations33 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Wesley Gallegos - Financial Advisor | TrueAdvisor