Felix Marcus Tankersley
Investment adviser representative at Bmss Wesson Wealth Solutions
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$704MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Bmss Wesson Wealth Solutions, LLCAug 2018 to now
- Oneascent Financial Services LLCAug 2017 to Jul 2018
- PNC BankJan 2015 to Aug 2017
- PNC InvestmentsJan 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Bmss Wesson Wealth Solutions
Legal name: Bmss Wesson Wealth Solutions, LLC
$704MAssets managed
265Clients
9Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2807435
- Firm CRD
- 282792