Mark
Wesson
Bmss Wesson Wealth Solutions
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About this Advisor
Mark Wesson is a financial advisor based in Birmingham, Alabama, working with Bmss Wesson Wealth Solutions. Mark has previously held positions at Lpl Financial LLC, Cadence Bank N.A, Bmss Wesson Wealth Solutions, LLC, Bmss, LLC, and Eversource Wealth Advisors, LLC. Mark has passed the Series 63 regulatory exam and is registered to provide services in Alabama. Currently, Mark is part of Bmss Wesson Wealth Solutions, which operates out of Birmingham, Alabama. The firm has 2 offices and 7 employees. The firm manages assets totaling $493.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bmss Wesson Wealth Solutions includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Bmss Wesson Wealth Solutions Brokerage Details
$493,479,298
7
859
$574,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Wesson Work History
Eversource Wealth Advisors, LLC
Bmss Wesson Wealth Solutions, LLC
Bmss, LLC
Lpl Financial LLC
Cadence Bank N.A
Disclosures
Please visit the SEC profile of Mark Wesson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bmss Wesson Wealth Solutions
Jacksonville, FL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
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