Shannon Wheeler (CRD# 6192990) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Bossier City, LA and has over 10 years of experience in the finance industry.
CRD# 1507407
Adkins Seale Capital Management LLC
CRD# 2445840
Edward Jones
CRD# 2283016
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Baton Rouge, LA | Oct 2017 - Current | 6 |
| Valic Financial Advisors, Inc. | Baton Rouge, LA | Jun 2016 - Current | 7 |
| Valic Financial Advisors, Inc. | Baton Rouge, LA | Jun 2016 - Oct 2017 | 1 |
| Morgan Stanley | Athens, GA | Sep 2015 - Jun 2016 | < 1 |
| Morgan Stanley | Shreveport, LA | Sep 2015 - May 2016 | < 1 |
| Fnbb Capital Markets, LLC | Shreveport, LA | May 2013 - Jul 2015 | 2 |
| Fnbb Capital Markets, LLC | Shreveport, LA | May 2013 - Jun 2015 | 2 |
| First National Bankers Bank | Shreveport, LA | Aug 2006 - Jun 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- LA
-
Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
-
Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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