Wesley Owen Bales Investment Advisory Service

Wesley Owen Bales Investment Advisory Service (CRD# 114010) is a financial advisory firm headquartered in , . They manage $31,884,094 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $569,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Wesley Owen Bales Investment Advisory Service
Showing 1 - 1 of 1 top financial advisors.
1
Wesley Bales, financial advisor Sugar Land TX
Wesley O. Bales
CRD#: 11254
7422 Greatwood Lake Dr,, N/a, Sugar Land, TX 77479

Wesley Bales (CRD# 11254) is an Investment Advisor Representative working at Wesley Owen Bales Investment Advisory Service in Sugar Land, TX and has over 43 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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