Terry Wheeler
Terry Wheeler is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Evansville, IN, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
7300 Eagle Crest Blvd, Evansville, IN, 47715
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Regulatory History (1)
Customer Dispute
October 2002Other Business Activities
Terry is a product distributor for NuSkin, a board member for the Hugh E. Sandefur Training Center, a general partner/managing member and owner of Wheeler Enterprises LLP, a director for Evansville Christian Life Center, and a general partner/managing member of VJO LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Investors Capital CORP.Broker
Investors Capital Advisory
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Compass Capital Asset Management
Uvest Financial Services Group, INC.Broker
Natcity Investments, INC.
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
State Registrations35 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.