Wesley Odom
Advisor at Armada Advisors
Updated today
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
Armada Advisors
Location
Pensacola, FL 32501
Credentials
Series 63, Series 65
Industry experience
32 years
About
Wesley Odom is a financial advisor at Armada Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Armada Advisors since 2009. Outside of his advisory role, he owns and operates Go Retro, a tour company, and Mr. Retro, an importing business. Armada Advisors serves individual and corporate clients with portfolio management, retirement plan consulting, financial planning, real estate advisory, and trustee services. The firm employs a bottom-up, value-biased investment approach using proprietary models and offers tailored portfolios with an emphasis on tax efficiency and individual bond holdings.
Client services
Based on Armada Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Real estate and trustee advisory
Expertise
Based on Armada Advisors
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Real estate investing
Cash flow / budgeting
Fee options
$0+: Real estate: no wrap; advisory only (fee percentage not specified) $0+: ETF only: 0.35% $0+: Cash/money market: 0.50% $0+: Bonds: 0.50% $0+: Mutual funds: 1.00% $0+: Equities/ETFs: 1.50%
Commission received only from legacy insurance products (life insurance policies sold prior to March 31, 2014)
Up to $400/hour (Wesley), $175/hour (Trevor), $90/hour (clerical) for financial planning, consulting, and trustee services
Account minimum: $100,000 Fee-only: Up to $400/hour (Wesley), $175/hour (Trevor), $90/hour (clerical) for financial planning and consulting services; additional hourly fees for trustee services ($400/hour Wesley, $175/hour Trevor, $90/hour clerical)
Location
1800 N E Street
Pensacola, FL 32501
Most active in
Wesley O has reported serving >5 clients in these states in the last 12 months.
Alabama · Florida · Louisiana · Texas · Virginia
Work history
Armada Advisors
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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