Robert Wheatley is a CFP-designated registered investment advisor, based in Woodland Hills, CA, with 31 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6303 Owensmouth Ave, 10th Floor, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert works as an investment advisor for Sovran Advisors, LLC and is the CEO/President of Envisage Wealth Management, dedicating full-time hours to each. He also sells fixed insurance products and serves as an elected board member for 100 Black Men of America, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Sovran Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Trilogy Capital, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Wma Securities, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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