Chris Wheeler (CRD# 5379327) is an Investment Advisor Representative working at Intirety, LLC in Bellevue, WA and has over 13 years of experience in the finance industry.
CRD# 5464276
Sitka Pacific Capital Management, LLC
CRD# 872944
Abraham & Company, Inc.
CRD# 6567402
Freestone Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intirety, LLC | Bellevue, WA | Nov 2020 - Current | 3 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Nov 2014 - Nov 2020 | 6 |
| Axa Network, LLC | New York, NY | Nov 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- CA
- WA
-
Total Assets Under Management64MILLIONS
-
Total Number of Accounts900ACCOUNTS
-
Average Account Value$71,111
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.