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Wesley Kinross Pond

Asset Preservation Advisors, LLC

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About Wesley Kinross Pond

Wesley Kinross Pond is a financial advisor with Asset Preservation Advisors, LLC. Wesley Pond has been in the industry since 2009 and has worked with SunTrust Investment Services, Inc. and Raymond James & Associates, Inc. Wesley Pond is a Chartered Financial Analyst.

Firm Information

Wesley Pond is currently registered with Asset Preservation Advisors, LLC. Asset Preservation Advisors, LLC is an investment advisor headquartered in Atlanta, GA. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They manage approximately $6.93 billion in assets for over 2,100 clients, including corporations, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Their services include portfolio management, financial planning, and investment advisory services. The firm's website addresses include: https://twitter.com/APABONDS, http://assetpreservationadvisors.com/, https://www.linkedin.com/company/asset-preservation-advisors, https://www.facebook.com/assetpreservationadvisors/, and https://www.apabonds.com.
Asset Preservation Advisors, LLC

3344 PEACHTREE ROAD, NE

ATLANTA, GA 30326

$6.93B

Assets Under Management

1

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wesley Pond’s Registration & Firm History

GA

07/31/2019 - Present

Asset Preservation Advisors, LLC (ATLANTA GA)

GA

04/23/2014 - 03/12/2019

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

10/02/2012 - 04/17/2014

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

GA

09/09/2009 - 03/14/2013

MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 10/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wesley Kinross Pond.
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