WESCOM FINANCIAL SERVICES, LLC

ANAHEIM, California·7 registered advisors·CRD# 125650
SEC# 801-11335926888-879-0558 EXT. 5104
01

Firm Overview

AUM
$226M
Regulatory assets under management
Employees
31
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Other: FEES COLLECTED FROM THIRD-PARTY MANAGERS ARE PAID TO APPLICANT
03

Specialties

Investment ManagementWealth Management
04

Advisors at WESCOM FINANCIAL SERVICES, LLC

7 registered advisors
Cindy Law
ANAHEIM, California
Connie Monica Knox
PASADENA, California
Diana Lynn Reeves Nash
ANAHEIM, California
Elizabeth Whitney Bullock
PASADENA, California
Jonathon James Allen
ANAHEIM, California
Keith Brian Pipes
ANAHEIM, California
Stephen Arthur Boyle
ANAHEIM, California
05

Office Locations

ANAHEIM, California
5 advisors
PASADENA, California
2 advisors

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Data sourced from SEC Form ADV filings. WESCOM FINANCIAL SERVICES, LLC (CRD# 125650) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.