Wesley Alan Schevers
Professional Summary
Wesley Alan Schevers, who also goes by Wes Schevers, Wesley Schevers, is a registered financial advisor currently at ALPHA & OMEGA located in La Mesa, California. Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Wesley has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Wes Schevers, Wesley Schevers
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
ALPHA & OMEGA | ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.
Contact Information
Main Address
8580 La Mesa Blvd Ste 100, La Mesa, CA 91942Mailing Address
P.o. Box 2669, La Mesa, CA 91943Phone Number
(619) 462-7812# of Employees
11Regulatory Assets Under Management
Total Number of Accounts
137AUM (Assets Under Management)
$40,268,252Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Wesley Alan Schevers's CRS (Customer Relationship Summary).
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