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||2|
|Centurion Capital Group, Inc.||Concord, CA||Sep 2013 - Current||3|
|Capital Brokerage Corporation||Richmond, VA||Nov 2007 - Current||9|
|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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV