Mark Wheeler, financial advisor Lafayette CA

Mark Wheeler

CRD Number: 6275737
Current Firm: Meridian Investment Counsel, Inc.

Mark Wheeler (CRD# 6275737) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 6 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Meridian Investment Counsel Inc. San Leandro, CA Mar 2017 - Current 4
Lpl Financial San Diego, CA Jun 2014 - Jan 2017 2
Proven Inc. San Diego, CA Nov 2013 - Jun 2014 < 1
Unemployed San Diego, CA May 2013 - Nov 2013 < 1
Department For Education London, Sep 2009 - May 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Mark Wheeler
Phone Number: 510-493-7650
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    405
    MILLIONS
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $772,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, HI, TX, WA

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