Meaghan Wheeler (CRD# 7436934) is an Investment Advisor Representative working at Graham Capital Wealth Management, LLC in Washington, D.c., DC and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Graham Capital Wealth Management, LLC | Washington D.c., DC | Jul 2021 - Current | 2 |
Motorcycles Of Manchester | Foxboro, MA | May 2016 - Aug 2021 | 5 |
Ironhorse Funding LLC | Beverly, MA | Mar 2021 - May 2021 | < 1 |
Goverment Accountability Officer | Washington D.c., DC | May 2020 - Aug 2020 | < 1 |
American University | Washington D.c., DC | Sep 2016 - Jun 2020 | 3 |
Student | Westwood, MA | Sep 2011 - Jun 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- DC
-
Total Assets Under Management196MILLIONS
-
Total Number of Accounts1,115ACCOUNTS
-
Average Account Value$175,534
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, FL, LA, NH, TX
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