WP
Wes Poole
FSG WEALTH ADVISORS
Memphis, TN 38117
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CRD#: 7890049
WP
Professional summary
Wes Poole is a registered financial advisor currently at FSG WEALTH ADVISORS, LLC located in Memphis, Tennessee.
Wes is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Wes has worked at 1 firm and has passed the Series 65 exam.
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.
Mr. Poole is a Principal and co-owner of Chalmers Poole, CPAs located at 700 Colonial Rd., Ste. 130, Memphis, TN 38117. Chalmers Poole, CPAs is a tax planning and tax return preparation certified public accounting practice that is non-investment related. Mr. Poole co-founded Chalmers Poole, CPAs in January 2020. He spends 40 hours per week devoted to Chalmers Poole, CPAs (many more during tax season), all during trading hours. Mr. Poole's duties are tax planning and tax return preparation for Chalmers Poole, CPAs clients.
CRS (Client Relationship Summary) - RIA
Click below to view Wes Poole'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®
NoneExperience
Current
July 9, 2024 - Present
FSG WEALTH ADVISORS, LLC
Office #1: 700 Colonial Rd., Ste 130, Memphis, TN 38117RIA
CRD#: 330709
Memphis, TN
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
Tennessee(7/9/2024)
Current Firm
FW
FSG WEALTH ADVISORS, LLC
FSG WEALTH ADVISORS, LLC
CRD#: 330709 / SEC#:
Tennessee
Registered Investment Advisory firm - (4/4/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
700 Colonial Rd., Ste. 130, Memphis, TN 38117
Mailing Address
Phone number
(901) 763-3335
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 13,576,065 |
Red Flags
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Company Information
FSG WEALTH ADVISORS, LLC
CRD#: 330709Memphis, TN 38117TRUST BUT VERIFY
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