Mark WheelerCRD 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|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|
Total Assets Under Management405MILLIONS
Total Number of Accounts525ACCOUNTS
Average Account Value$772,032
- 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
CA, HI, TX, WA
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