Wesley YoungCRD Number: 2758754
Current Firm: Oakwood Advisory Group, LLC
Wesley Young (CRD# 2758754) is an Investment Advisor Representative working at Oakwood Advisory Group, LLC in Prosper, TX and has over 18 years of experience in the finance industry. Wesley Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Sagepoint Financial, Inc.
|Oakwood Advisory Group||Prosper, TX||Nov 2011 - Current||11|
|Mass Mutual||Forth Worth, TX||Jan 2009 - Current||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
Total Assets Under Management11MILLIONS
Total Number of Accounts33ACCOUNTS
Average Account Value$324,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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