Bradford WheelerCRD Number: 1776638
Current Firm: Assetmark, Inc.
Bradford Wheeler (CRD# 1776638) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 29 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Assetmark Brokerage, LLC||Concord, CA||Aug 2014 - Current||3|
|Centurion Capital Group, Inc.||Concord, CA||Sep 2013 - Current||4|
|Capital Brokerage Corporation||Richmond, VA||Nov 2007 - Current||10|
|Genworth Financial Wealth Management||Phoenix, AZ||Apr 2002 - Aug 2013||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management20,055MILLIONS
Total Number of Accounts122,477ACCOUNTS
Average Account Value$163,746
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)