Dana Wheeler, financial advisor Mims FL

Dana Wheeler

CRD Number: 4041841
Current Firm: Allstate Financial Advisors, LLC

Dana Wheeler (CRD# 4041841) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Mims, FL and has over 22 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Allstate Insurance Co Orlando, FL Feb 2014 - Current 8
Deutsche Bank Securities Inc. Jacksonville, FL Oct 2013 - Jan 2014 < 1
Parrish Health And Fitness Center Titusville, FL Jun 2013 - Oct 2013 < 1
Raymond James & Associates, Inc. Memphis, TN Feb 2013 - May 2013 < 1
Morgan Keegan & Company, Inc. Titusville, FL Feb 2007 - Feb 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S66 NASAA Uniform Combined State Law Examination Mar 2001
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dana J. Wheeler
Phone Number: 877-232-2142
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $187,468
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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