Kevin Wheeler
Kevin Wheeler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Meriden, CT, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
852 East Main Street, Meriden, CT, 06450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a Vice President at Liberty Bank and a Financial Advisor for Liberty Investment Services since 2011. He dedicates about half of his time to these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
TD Wealth Management Services INC.
TD Wealth Management Services INC.Broker
Bancnorth Investment Group, INC.Broker
Primevest Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations17 states
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