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Wesley Aaron French

United Capital Financial Advisors

Atlanta, GA

Atlanta, GA

CRD 2510854

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-04-01
TX RA APPROVED 2019-03-29
  • GA RA
    APPROVED
    Since 2019-04-01
  • TX RA
    APPROVED
    Since 2019-03-29

Branch Locations

Atlanta, GA • United States

3399 Peachtree Road Ne Ste 710, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
French Wolf & Farr, Inc. Atlanta GA 04/2006 03/2019
United Capital Financial Advisors, Llc Irving TX 03/2019 Present
  • 04/2006 → 03/2019
    French Wolf & Farr, Inc.
    Atlanta, GA
  • 03/2019 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-02-16
  • S63 Uniform Securities Agent State Law Examination
    1995-02-16
Other Names
  • Wesley A French

View on SEC IAPD

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