Wesley Whitfield
Wesley Whitfield is a registered investment advisor at LPL Financial LLC, based in Paoli, IN, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
112 W. Water Street, Paoli, IN, 47454
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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 operates Cornerstone Wealth Services, Cornerstone Wealth Portfolios, and Whitfield Investments as DBAs for his LPL business, dedicating full-time hours to these activities. He also works for Paoli Community School Corporation and owns Strauss Investments and Financial Services, an insurance agency, spending a few hours per week on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 states
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