Phil Wheat (CRD# 1160523) is an Investment Advisor Representative working at Wheat Givens Financial, LLC in Mckinney, TX and has over 32 years of experience in the finance industry. Phil Wheat 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
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wheat - Givens Financial, LLC | Mckinney, TX | Jul 2015 - Current | 8 |
| United Planners' Financial Services | Scottsdale, AZ | Apr 2006 - Current | 18 |
| Phil Wheat Independent Insurance | Mckinney, TX | Aug 1973 - Current | 50 |
| Phil D. Wheat, Cfp | Mckinney, TX | Apr 2006 - Jul 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management144MILLIONS
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Total Number of Accounts721ACCOUNTS
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Average Account Value$199,804
- 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
AR, FL, LA, OK, TN, TX
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