Wheeler Crowley (CRD# 5921708) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts LLC | Waltham, MA | Feb 2024 - Current | < 1 |
| Ameriprise Financial Services Inc. | Portsmouth, NH | Mar 2017 - Feb 2024 | 6 |
| Wells Fargo Clearing Services, LLC | Beverly Hills, CA | Nov 2016 - Mar 2017 | < 1 |
| Wells Fargo Advisors LLC | Beverly Hills, CA | May 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- NH
- TX
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Total Assets Under Management12,394MILLIONS
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Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY
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