WA
Wesley Austin Delcol
CRD 2979272
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Guidance Point Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Guidance Point Advisors, Llc
Managing Member/Chief Compliance Officer/Owns Common Shares · 50% – 75% · Oct 2024
-
Guidance Point Retirement Services, Llc
Owner · 10% – 25% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗