Wesley
Read
Practicecfo Investments
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About this Advisor
Wesley Read is a financial advisor based in San Diego, California, working with Practicecfo Investments. Wesley has previously held positions at Silver Coast Investments LLC, Ken Rubin Cpa, and Wesley W. Read Accountancy Corporation D/B/A Practicecfo. Wesley has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Wesley is part of Practicecfo Investments, which operates out of San Diego, California. The firm has 9 employees and manages assets totaling $394.9 million. The firm serves a variety of clients, including 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, and pension consulting services. The fee structure at Practicecfo Investments includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Practicecfo Investments Brokerage Details
$394,897,704
9
1,046
$377,531
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Wesley Read Work History
Wesley W. Read Accountancy Corporation D/B/A Practicecfo
Silver Coast Investments LLC
Ken Rubin Cpa
Disclosures
Please visit the SEC profile of Wesley Read 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 Practicecfo Investments
Seattle, WA
San Diego, CA
San Diego, CA
Pflugerville, TX
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
