Wesley R. Young

OAKWOOD ADVISORY GROUP

Prosper, TX

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CRD#: 2758754

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

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT REPRESENTING VARIOUS INSURANCE COMPANIES OFFERING LIFE INSURANCE AND ANNUITIES. Minority Owner of the Managing Member - Investors First Capital Group, LLC - 2012 - Present Minority Owner of the Managing Member - CoveMark Oil Management, LLC - 2011- Present Minority Owner of the Managing Member - CoveMark MP Management, LLC - 2014- Present Minority Owner of the Managing Member - CoveMark Office Management, LLC - 2014 - Present Minority Owner of the Managing Member - CoveMark Oil Fund II Mgt., LLC - 2014 - Present Majority Owner of Hughes Lane LLC Majority Owner of the Managing Member - MED Income Fund Mgt., LLC - 2018-Present Majority Owner of the Managing Member - MED Income 2 Fund Management, LLC, 2019-Present Majority Owner of the Managing Member - ResponseCo MGT, LLC, 2019 - Present Majority Owner of the J Spark Entertainment Group, Inc. 2020 - Present

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Ragan Young's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

March 1, 2012 - Present

OAKWOOD ADVISORY GROUP, LLC

RIA

CRD#: 159691

Prosper, TX

Past

January 19, 2010 - December 9, 2010

TRINITY PORTFOLIO ADVISORS, LLC

RIA

CRD#: 151721

FORT WORTH, TX

Past

February 4, 2008 - May 16, 2008

ROUND TABLE WEALTH MANAGEMENT

RIA

CRD#: 111304

WESTFIELD, NJ

Past

May 31, 2006 - March 19, 2007

GLOBAL INVESTMENT MANAGEMENT

RIA

CRD#: 106251

PRINCETON, NJ

Past

July 21, 2004 - May 2, 2006

MERCER ADVISORS

RIA

CRD#: 104569

BALA CYNWYD, PA

Past

January 5, 2000 - April 20, 2001

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/1/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/20/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 1/4/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OAKWOOD ADVISORY GROUP, LLC

CRD#: 159691 / SEC#:

Texas

Registered Investment Advisory firm - (3/1/2012 Approved)

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Contact information

Main Address

Prosper, TX

Mailing Address

Phone number

(732) 927-3908

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 10,294,616

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Wesley R. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Ragan Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKWOOD ADVISORY GROUP, LLC

TRINITY PORTFOLIO ADVISORS, LLC

ROUND TABLE WEALTH MANAGEMENT

GLOBAL INVESTMENT MANAGEMENT

MERCER ADVISORS

TRANSAMERICA FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2004

Series 6

Date: 1/4/2000

Current Firm

OAKWOOD ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OAKWOOD ADVISORY GROUP, LLC

TRUST BUT VERIFY

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