Chris Wheeler, financial advisor Bellevue WA
93 score

Chris Wheeler

CRD Number: 5379327
Current Firm: Gwn Securities Inc.

Chris Wheeler (CRD# 5379327) is an Investment Advisor Representative working at Gwn Securities Inc. in Bellevue, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Nov 2014 - Current 2
Oki Golf Bellevue, WA Mar 2009 - Current 7
Axa Network, LLC New York, NY Nov 2010 - Nov 2014 4
El Gaucho Restaurant Bellevue, WA Nov 2008 - Sep 2009 < 1
Cheesecake Factory Restaurant Bellevue, WA Mar 2006 - Dec 2008 2
Citigroup Bellevue, WA Jul 2007 - Oct 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
S63 Uniform Securities State Law Examination Apr 2011
Contact Info for Chris M. Wheeler
Phone Number: 561-472-2700
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,387
    MILLIONS
  • Total Number of Accounts
    21,091
    ACCOUNTS
  • Average Account Value
    $65,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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