Wheat Givens Financial, LLC

Wheat Givens Financial, LLC (CRD# 114258) is a financial advisory firm headquartered in McKinney, TX. They manage $60,660,570 in 389 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $155,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Wheat Givens Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Phil D. Wheat
CRD#: 1160523
6401 South Custer Road Suite 2000, McKinney, TX 75070
96
Wealthminder
score

Phil Wheat (CRD# 1160523) is an Investment Advisor Representative working at Wheat Givens Financial, LLC in McKinney, TX and has over 25 years of experience in the finance industry. Phil Wheat has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lori B. Givens
CRD#: 6145137
6401 South Custer Road Suite 2000, McKinney, TX 75070
92
Wealthminder
score

Lori Givens (CRD# 6145137) is an Investment Advisor Representative working at Wheat Givens Financial, LLC in McKinney, TX and has over 3 years of experience in the finance industry. Lori Givens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.