Wesley Read

from Practicecfo Investments
SEC regulated
Regulated Investment Advisor
Wesley Read is a financial advisor based in California, San Diego, with 17 years of experience. Wesley currently works for Practicecfo Investments. Wesley maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Wesley Read works at Practicecfo Investments
Practicecfo Investments is a financial advisory firm based in San Diego, California. It currently has approximately $194,839,449 of assets under management and employs about 9 people. Practicecfo Investments uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
13400 Sabre Springs Parkway, Suite 255, San Diego, California, 92128

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