Wheat Givens Financial, LLC

Wheat Givens Financial, LLC (CRD# 114258) is a financial advisory firm headquartered in Mckinney, TX. They manage $144,058,398 in 721 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
8751 Collin Mckinney Parkway, Suite 903, Mckinney, TX 75070
https://www.linkedin.com/company/wheat-givens-financial-llc/
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    721
    ACCOUNTS
  • Average Account Value
    $199,804
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, FL, LA, OK, TN, TX

Financial Advisors at Wheat Givens Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lori Givens, financial advisor Mckinney TX
Lori B. Givens
CRD#: 6145137
8751 Collin Mckinney Parkway, Suite 903, Mckinney, TX 75070

Lori Givens (CRD# 6145137) is an Investment Advisor Representative working at Wheat Givens Financial, LLC in Mckinney, TX and has over 10 years of experience in the finance industry.

2
Phil Wheat, financial advisor Mckinney TX
Phil D. Wheat
CRD#: 1160523
8751 Collin Mckinney Parkway, Suite 903, Mckinney, TX 75070

Phil Wheat (CRD# 1160523) is an Investment Advisor Representative working at Wheat Givens Financial, LLC in Mckinney, TX and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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