Robert Wheeler, financial advisor Wilmington NC

Robert Wheeler

CRD Number: 4243940
Current Firm: Triad Hybrid Solutions, LLC

Robert Wheeler (CRD# 4243940) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Wilmington, NC and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Nov 2014 - Current 6
Triad Hybrid Solutions, LLC Norcross, GA Nov 2014 - Current 6
Lpl Financial Wilmington, NC Dec 2008 - Nov 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Mar 2007
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 Robert J. Wheeler
Phone Number: 866-580-8219
Registered State(s):
  • MS
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    3,082
    MILLIONS
  • Total Number of Accounts
    11,915
    ACCOUNTS
  • Average Account Value
    $258,703
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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