Waverly Advisors
47yrs
Top advisor by experience in Birmingham
29yrs
Based in Birmingham, Alabama, Mark Wesson is a financial advisor with 29 years of industry experience. Mark has been with BMSS Wesson Wealth Solutions since 2017; before that, Mark spent two years at LPL Financial and four years at Wells Fargo Advisors. Mark holds the CFP® designation.
At a glance
Experience29 years (since 1997)
How that compares ?Top advisor by experience at BMSS Wesson Wealth Solutions
Office3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.68 million
Advisors at the firm10
States licensed ?1 state
Services through BMSS Wesson Wealth Solutions
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – now
- 2017 – nowBMSS Wesson Wealth SolutionsCurrent firm
- Apr 2016 – Dec 2016BMSS Wesson Wealth SolutionsPreviously
- 2013 – 2015LPL Financial LLCPreviously
- 2007 – 2011Wells Fargo Clearing Services, LLCPreviously
Contact Mark
(205) 982-5555BMSS Wesson Wealth Solutions main office 3500 Colonnade Parkway Suite 150Birmingham, AL 35243Office · Get directions LinkedIn pageBMSS Wesson Wealth Solutions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call BMSS Wesson Wealth Solutions at (205) 982-5555 and ask for Mark Wesson. Mark works from the Birmingham, AL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1997, about 29 years. Top advisor by experience at BMSS Wesson Wealth Solutions.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
BMSS Wesson Wealth Solutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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