Bradley Wheeler is a registered investment advisor, based in Dallas, TX, with 6 years of industry experience.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
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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
Bradley is an IAR/Financial Advisor at Level Four Advisory Services LLC, dedicating about 10-20% of his time, and an agent at Level Four Insurance Agency, spending about a third of his time there. He also serves as a pastor, manages a farm, and volunteers for several non-profit organizations.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
LPL Financial LLCBroker
State Registrations21 states
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