Wesh Financial

Wesh Financial (CRD# 300417) is a financial advisory firm headquartered in Mansfield, MA. They manage $2,690,346 in 259 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
280 School Street, L100, Mansfield, MA 02048
https://www.weshfinancial.com/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $10,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Wesh Financial
Showing 1 - 1 of 1 top financial advisors.
1
Marlon Wesh, financial advisor Mansfield MA
Marlon Wesh
CRD#: 6676199
280 School Street, L100, Mansfield, MA 02048

Marlon Wesh (CRD# 6676199) is an Investment Advisor Representative working at Wesh Financial in Mansfield, MA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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