Chris M. Wheeler
Professional summary
Chris Michael Wheeler, who also goes by Chris M Wheeler, is a registered financial advisor currently at INTIRETY, LLC located in Bellevue, Washington.
Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Chris has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chris Michael Wheeler's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 2, 2020 - Present
INTIRETY, LLC
Office #1: 10900 Ne 4th Street Suite 2300, Bellevue, WA 98004November 7, 2014 - November 2, 2020
GWN SECURITIES INC.
November 7, 2014 - November 2, 2020
GWN SECURITIES INC.
February 4, 2011 - November 14, 2014
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/18/2022)
(11/2/2020)
Exams
Series 7TO
Date: 8/16/2022
General Securities Representative ExaminationCurrent Firm
INTIRETY, LLC
CRD#: 306315 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 980 |
| AUM (Assets Under Management) | $ 73,600,000 |
Red Flags
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