AW
AW

Adam Lee Wheeler

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2254 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

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Location

2120 S Waldron Rd, Suite 4A, Fort Smith, AR, 72903

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Adam is a passive owner in Wheatley Family Limited Liability Partnership since 2009. He also operates under the DBA names of TSG Financial, LLC and Parity Financial Group, LLC to sell New York Life products and broker non-registered insurance products, and serves as a board member for Grand Avenue Baptist Church, dedicating minimal time each month.

Employment History
Current Registrations
Eagle Strategies LLC
November 2020 - Present · 5 yrs 3 mos
Nylife Securities LLCBroker
October 2009 - Present · 16 yrs 4 mos
State Registrations7 states
ARCOMONCNEOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.