Wesley Stiles Frierson
Investment adviser representative at Osaic Advisory Services, LLC
23 yearsExperience
18 statesRegistered in
$15.5BFirm assets
12 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCFeb 2020 to now
- Frierson Capital ManagementJun 2013 to now
- Frierson Financials, Llc/frierson Financial ServicesJun 2013 to now
- Wes Frierson-independent Insurance AgentAug 2003 to now
- Triad AdvisorsFeb 2020 to Aug 2024
- Triad Hybrid SolutionsFeb 2020 to Aug 2024
- Voya Financial AdvisorsSep 2014 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 18 states (AL, FL, GA, IA, IL, IN, ME, NC, NH, NJ, OH, OR, PA, SC, TX, UT, WA, WY).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 4562335
- Firm CRD
- 171070