Wesley R Joiner
Investment adviser representative at Legacy Financial Advisors
18 yearsExperience
2 statesRegistered in
$139.2MFirm assets
1 yearFirm 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
Experience
18 years in the industry.
- Cetera Advisors LLCSep 2022 to now
- First Allied Advisory Services, Inc.Nov 2009 to now
- Legacy Financial Advisors, LLCOct 2008 to now
- First Allied Securiites, IncNov 2009 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Legacy Financial Advisors
Legal name: Legacy Financial Advisors Ii, LLC
$139.2MAssets managed
216Clients
3Advisers
1 yearIn 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
- 5732382
- Firm CRD
- 309156