Merrill
47yrs
Top advisor by experience in Cincinnati
12yrs
Based in Cincinnati, Ohio, Wesley Holbert is a financial advisor with 12 years of industry experience. Wesley has been with Primerica Advisors since 2014. Primerica Advisors offers investment management and is paid through a percentage of assets.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office4555 Lake Forest Drive #650-A, Cincinnati, OH 45242
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2014 – nowPFS Investments Inc.Current firm
Contact Wesley
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Wesley. 4555 Lake Forest Drive #650-ACincinnati, OH 45242Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Wesley
Tailored to Wesley’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Wesley
How do I contact Wesley?
Call Primerica Advisors at (833) 786-0550 and ask for Wesley Holbert. Wesley works from the Cincinnati, OH office.
How long has Wesley been a financial advisor?
Wesley has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Wesley hold?
Series 63. Tap any license on this page to see what it allows.
Is Wesley a fiduciary?
Wesley is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wesley paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Wesley 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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