Wesley J. Ursick
Professional summary
Wesley James Ursick, who also goes by Wes Ursick, Wesley J Ursick, was a registered financial advisor .
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Wesley had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 18, 2026 - Present
Office #1: 16950 Via De Santa Fe Suite 5060-180 , Rancho Santa Fe, CA 92067
May 26, 2020 - August 31, 2026
LPL FINANCIAL LLC
May 26, 2020 - August 31, 2026
LPL FINANCIAL LLC
January 2, 2009 - June 4, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
February 12, 1999 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 4, 1999 - June 4, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 9, 1996 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
May 4, 1994 - May 8, 1996
DAIN RAUSCHER INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/20/2026)
(8/18/2026)
Exams
Current firm
No current employment
Red Flags
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