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Wesley W. Warren

FINANCIAL SECURITY SERVICES GROUP
Highland Village, TX 75077
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CRD#: 6181228
WW

Professional summary


Wesley Wayne Warren, ChFC®, CLU®, who also goes by Wes Warren, is a registered financial advisor currently at FINANCIAL SECURITY SERVICES GROUP, INC. located in Highland Village, Texas.

Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Wesley has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Wes Warren

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.
WESLEY WARREN INS GROUP, INC. DBA FSS GROUP; INVESTMENT RELATED; HIGHLAND VILLAGE, TX; INSURANCE AGENT 12/2015; 80 HOURS PER MONTH OF WHICH 50 HOURS ARE DURING MARKET HOURS; SELL OF INSURANCE PRODUCTS AND SERVICES

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Wesley Wayne Warren'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®
ChFC®

Experience


Current

May 16, 2013 - Present

FINANCIAL SECURITY SERVICES GROUP, INC.

Office #1: 2900 Village Parkway Suite 330, Highland Village, TX 75077
RIA
CRD#: 167464
Highland Village, TX

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
California
(3/28/2023)
IAR
Texas
(5/16/2013)

Exams


Current Firm


FS
FINANCIAL SECURITY SERVICES GROUP, INC.
FINANCIAL SECURITY SERVICES GROUP, INC.

CRD#: 167464 / SEC#:

California
Registered Investment Advisory firm - (3/28/2023 Approved)
Texas
Registered Investment Advisory firm - (5/16/2013 Approved)
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Contact information


Main Address
2900 Village Parkway Suite 330, Highland Village, TX 75077
Mailing Address
Phone number
(817) 251-1777
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts415
AUM (Assets Under Management)$ 64,500,000

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.

Company Information


FINANCIAL SECURITY SERVICES GROUP, INC.

CRD#: 167464Highland Village, TX 75077

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