Brian Wheeler is a registered investment advisor, based in Daleville, VA, with 15 years of industry experience.
Location
65 Shenandoah Ave., Ste. 206, Daleville, VA, 24083
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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
Brian is an owning partner and independent insurance agent for various independent insurance companies through SmartPro Financial, dedicating a few hours per week. He is also an advisory representative of a registered investment advisor (RIA) called CIRA, spending about 10-20% of his time on this. Brian is also a board member for XCEL2FITNESS and president of The Emissary Group, spending minimal time on each.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Ameritas Investment CORP.Broker
Ameritas Investment CORP
Capital Choice Investment Advisers, INC.
Ccf Investments, INC.Broker
PFS Investments INC.Broker
State Registrations53 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.