Kermit Wheeler (CRD# 1048586) is an Investment Advisor Representative working at Wheeler & Mote, LLC in Mount Dora, FL and has over 41 years of experience in the finance industry.
CRD# 4822125
J.p. Morgan Securities LLC
CRD# 5318320
Global Asset Management Group
CRD# 6524729
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Syndicated Capital | Mt Dora, FL | Oct 2002 - Current | 21 |
| Securities Management & Research, Inc. | League City, TX | Mar 1996 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1982 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- CA
- FL
- TX
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$80,098
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, TX
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