Wheeler Pulliam (CRD# 6626623) is an Investment Advisor Representative working at Xponify, Inc. in Hickory Creek, TX and has over 7 years of experience in the finance industry. Wheeler Pulliam has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xponify, Inc. | Hickory Creek, TX | Mar 2024 - Current | < 1 |
| Xponify Financial LLC | Dallas, TX | Dec 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Apr 2024 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Dec 2019 - Apr 2024 | 4 |
| Cetera Advisor Networks | Dallas, TX | Dec 2019 - Mar 2024 | 4 |
| Edward Jones | Dallas, TX | May 2016 - Dec 2019 | 3 |
| Unemployed | Dallas, TX | Mar 2016 - Apr 2016 | < 1 |
| Panasonic | Dallas, TX | Oct 2015 - Feb 2016 | < 1 |
| Osram Sylvania | Dallas, TX | Jan 2013 - Sep 2015 | 2 |
| University Of North Texas | Denton, TX | Aug 2010 - Aug 2014 | 4 |
| Collin County Community College | Mckinney, TX | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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