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Westley E Tibbs

Investment adviser representative at Homestead Advisers Corp.
12 yearsExperience
51 statesRegistered in
$7.5BFirm assets
36 yearsFirm in business

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From SEC records

homesteadadvisers.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Homestead Advisers Corp.Apr 2025 to now
  2. Homestead Financial Services Corp.Apr 2025 to now
  3. Charles Schwab and Co., Inc.Dec 2022 to Mar 2025
  4. Charles Schwab Bank, SsbDec 2022 to Mar 2025
  5. TD AmeritradeFeb 2019 to Dec 2022
  6. Founders Financial Securities, LLCJan 2018 to Jan 2019
  7. Raymond James Financial Services Advisors Inc.Jul 2017 to Jan 2018
  8. Raymond James Financial Services, Inc.Jul 2017 to Jan 2018
  9. Lincoln Financial AdvisorsApr 2017 to Jul 2017
  10. Cetera Investment Services, LLCJul 2014 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 51 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).

Homestead Advisers Corp.

$7.5BAssets managed
8Clients
11Advisers
36 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 site.

Individual CRD
4046515
Firm CRD
109845
Advisor's SEC record
Contact this firm