Cole WheelerCRD Number: 7075937
Current Firm: Linscomb & Williams
Cole Wheeler (CRD# 7075937) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 3 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Linscomb And Williams Inc.||Houston, TX||Jan 2019 - Current||4|
|Unemployed||Houston, TX||Sep 2018 - Dec 2018||< 1|
|Fluid Sealing Products||Pearland, TX||May 2018 - Aug 2018||< 1|
|Unemployed||Pearland, TX||Nov 2017 - Apr 2018||< 1|
|Dixie Chicken||College Station, TX||Oct 2015 - Oct 2017||2|
|Humphries Construction||Houston, TX||May 2015 - Sep 2015||< 1|
|Unemployed||Pearland, TX||Jun 2014 - Apr 2015||< 1|
|Nutrishop||Pearland, TX||May 2012 - May 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management4,697MILLIONS
Total Number of Accounts5,504ACCOUNTS
Average Account Value$853,300
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, KY, LA, MD, NC, NY, OR, PA, SC, TN, TX, VA, WA
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