Kenneth WheelerCRD Number: 1249314
Current Firm: Royal Alliance Associates, Inc.
Kenneth Wheeler (CRD# 1249314) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Winter Park, FL and has over 12 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Royal Alliance Associates, Inc.||Winter Park, FL||Dec 2015 - Current||1|
|Self-employed Attorney||Winter Park, FL||Apr 1984 - Current||33|
|Cssc Brokerage Services, Inc.||Winter Park, FL||Mar 2007 - Dec 2015||8|
|Cssc Investment Advisory Services, Inc.||Winter Park, FL||Feb 2005 - Dec 2015||10|
|Mutual Service Corporation||Winter Park, FL||Feb 2005 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2005|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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