Wesley
Mcneillie
Leconte Wealth Management, LLC
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About this Advisor
Wesley Mcneillie is a certified financial planner who works in Maryville, Tennessee with 1 year of industry experience. Mcneillie is on the advisory team at Leconte Wealth Management, LLC. Throughout their career, Mcneillie has worked at Ubs, The Patten Group, Inc, Northwestern Mutual, Leconte Wealth Management. LLC, University Of Tennessee Knoxville, University Of Tennessee Chattanooga, Prudent Street Financial Advisors, Southwestern Investment Group, Raymond James Financial Services, Inc, Southwestern Investment Advisory Services, Inc and Leconte Wealth Management. Mcneillie maintains Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee. Leconte Wealth Management, LLC is a registered investment business headquartered in Maryville, TN. It oversees $209 million in total assets among its 607 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 607 accounts, 20% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Leconte Wealth Management, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees usually are based on which service is offered. However, fees billed by Leconte Wealth Management, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Leconte Wealth Management, LLC Brokerage Details
$208,517,291
9
607
$343,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Wesley Mcneillie Work History
Wesley has been registered as a financial advisor for 1 years.*
Leconte Wealth Management
Southwestern Investment Group
Raymond James Financial Services, Inc
Southwestern Investment Advisory Services, Inc
Prudent Street Financial Advisors
Ubs
The Patten Group, Inc
Northwestern Mutual
University Of Tennessee Chattanooga
Leconte Wealth Management. LLC
University Of Tennessee Knoxville
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wesley Mcneillie 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 Leconte Wealth Management, LLC
Maryville, TN
Maryville, TN
Maryville, TN
Maryville, TN
Maryville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
