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Wes B.

Wes B.

Wealth Manager

Followers of Wes B.178 followers
location of Wes B.Greater Houston

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  • Timeline

  • About me

    Wealth Manager at Blue Maple Financial

  • Education

    • Stephen F. Austin State University

      -
      BBA Finance Finance

  • Experience

    • Blue Maple Financial

      May 2005 - now
      Wealth Manager

      Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Blue Maple Financial is a separate entity from WRI. Show less

  • Licenses & Certifications

    • AAMS

      College for Financial Planning
      Aug 2019

    • CRPC

      College for Financial Planning
      Aug 2008

  • Honors & Awards

    • Awarded to Wes B.
      Summit Award Waddell & Reed Jan 2020 The Summit Award award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor.
    • Awarded to Wes B.
      Circle of Champions - Honor Waddell & Reed Jan 2019 The Circle of Champions award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor.
    • Awarded to Wes B.
      Advisor Medalist - Gold Waddell & Reed 2019 The Advisor Medalist award is presented annually by Waddell & Reed and is based on an analysis of investments, insurance and financial planning sales generated by the advisor.
    • Awarded to Wes B.
      Advisor Medalist - Gold Waddell & Reed 2018 The Advisor Medalist award is presented annually by Waddell & Reed and is based on an analysis of investments, insurance and financial planning sales generated by the advisor.
    • Awarded to Wes B.
      Circle of Champions - Honor Waddell & Reed 2018 The Circle of Champions award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor.
    • Awarded to Wes B.
      Advisor Medalist - Gold Waddell & Reed 2017 The Advisor Medalist award is presented annually by Waddell & Reed and is based on an analysis of investments, insurance and financial planning sales generated by the advisor.
    • Awarded to Wes B.
      Circle of Champions - Honor Waddell & Reed 2017 The Circle of Champions award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor.
    • Awarded to Wes B.
      Circle of Champions - Achievement Waddell & Reed 2016 The Circle of Champions award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor.
    • Awarded to Wes B.
      Circle of Champions - Achievement Waddell & Reed 2013 The Circle of Champions award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor.