Dallas WheelerCRD Number: 5603270
Current Firm: Waddell & Reed
Dallas Wheeler (CRD# 5603270) is an Investment Advisor Representative working at Waddell & Reed in Edmond, OK and has over 8 years of experience in the finance industry.
Mark I Asset Management, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trilogy Financial Solutions
|Waddell & Reed, Inc.||Edmond, OK||Apr 2014 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Moore, OK||Apr 2014 - Current||2|
|Bw Group, LLC||Edmond, OK||Apr 2014 - Current||2|
|Big D Sports, LLC||Moore, OK||Oct 2013 - Current||3|
|Progressive Home Solutions, LLC||Moore, OK||Oct 2007 - Current||9|
|Jp Morgan Securities LLC||Oklahoma City, OK||Oct 2012 - Apr 2014||1|
|Jp Morgan Chase Bank Na||Oklahoma City, OK||Sep 2008 - Oct 2012||4|
|Chase Investment Services Corp||Oklahoma City, OK||Sep 2008 - Oct 2012||4|
|Norman Police Department||Norman, OK||Jun 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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