James Wheeler (CRD# 6836796) is an Investment Advisor Representative working at Sovereign Capital LLC in Fayetteville, AR and has over 6 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sovereign Capital LLC | Fayetteville, AR | Jan 2021 - Current | 3 |
| Arvest Wealth Management | Fayetteville, AR | Jun 2017 - Jan 2021 | 3 |
| Arvest Bank | Lowell, AR | Sep 2016 - Jun 2017 | < 1 |
| Waco Title Company | Springdale, AR | May 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- AR
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$148,457
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AR
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