Advisor at Legacy Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Legacy Financial Advisors
Location
Saint Simons Island, GA
Credentials
Series 66
Industry experience
13 years
Wesley Joiner is a financial advisor with Legacy Financial Advisors in Saint Simons Island, GA, holding a Series 66 designation and 13 years of industry experience. He has previously worked with Cetera Advisors LLC and First Allied Advisory Services. Outside of advisory services, he is a partner in IMaximize Social Security, LLC, a company developing a mobile application for Social Security planning, and serves as CFO of Nibble Nation. Legacy Financial Advisors serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial institution consulting. The firm employs goals-based, long-term investment strategies using multiple model portfolios and offers both discretionary and non-discretionary account management.
Based on Legacy Financial Advisors
Based on Legacy Financial Advisors
Fixed fees quoted for longer-term consulting projects, negotiable
$0+: up to 1.50% annually $0+: 0.68% annually for Financial Institution Consulting
Insurance products sold by representatives pay customary commissions; no compensation for sale of securities.
$100 - $350 per hour, depending on negotiation
Account minimum: $250,000 Fee-only: Hourly fees ranging from $100 to $350 per hour; Fixed fees for longer-term consulting projects (amounts negotiable)
Saint Simons Island, GA
Georgia · Texas
Cetera Advisors LLC
2022 - Present (4 years)
First Allied Advisory Services
2020 - Present (6 years)
First Allied Securiites, Inc
2009 - 2022 (13 years)
First Allied Advisory Services, INC.
2009 - 2020 (11 years)
Legacy Financial Advisors, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Saint Simons Island, GA
Saunders Investment Management LLC
Series 63, Series 65
St. Simons Island, GA
Dubois Wealth Management, LLC
Series 63, Series 65
Saint Simons Island, GA
Island Asset Management, LLC
Series 63, Series 65
Saint Simons Island, GA
Legacy Financial Advisors
Series 63, Series 65
St. Simons Island, GA
Safe Harbor Fiduciary, LLC
Series 65
Saint Simons Island, GA
Legacy Financial Advisors
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