Wesley R. Young
Professional summary
Wesley Ragan Young, CFP® is a registered financial advisor currently at OAKWOOD ADVISORY GROUP, LLC located in Prosper, Texas.
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Wesley has worked at 6 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Ragan Young's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
March 1, 2012 - Present
OAKWOOD ADVISORY GROUP, LLC
January 19, 2010 - December 9, 2010
TRINITY PORTFOLIO ADVISORS, LLC
February 4, 2008 - May 16, 2008
ROUND TABLE WEALTH MANAGEMENT
May 31, 2006 - March 19, 2007
GLOBAL INVESTMENT MANAGEMENT
July 21, 2004 - May 2, 2006
MERCER ADVISORS
January 5, 2000 - April 20, 2001
TRANSAMERICA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/1/2012)
Exams
Current Firm
OAKWOOD ADVISORY GROUP, LLC
CRD#: 159691 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 10,294,616 |
Red Flags
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