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Phil Dwayne Wheat

WHEAT GIVENS FINANCIAL, LLC·MCKINNEY, Texas
Clean recordWHEAT GIVENS FINANCIAL, LLC
8751 COLLIN MCKINNEY PARKWAY, MCKINNEY, TX 75070CRD# 1160523Firm CRD# 114258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phil Dwayne Wheat · MCKINNEY, TX
Registration
CRD #1160523 · WHEAT GIVENS FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Phil Dwayne Wheat is a registered financial advisor based in MCKINNEY, Texas, affiliated with WHEAT GIVENS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WHEAT GIVENS FINANCIAL, LLC
WHEAT GIVENS FINANCIAL, LLC
AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WHEAT GIVENS FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1160523
Firm CRD# 114258
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phil Dwayne Wheat offer?
Phil Dwayne Wheat specializes in Financial Planning, Investment Management. Contact their office in MCKINNEY, Texas for a consultation.
What are Phil Dwayne Wheat's credentials?
Phil Dwayne Wheat is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phil Dwayne Wheat located?
Phil Dwayne Wheat is based in MCKINNEY, Texas, working with WHEAT GIVENS FINANCIAL, LLC. Their office serves clients in the MCKINNEY metropolitan area and surrounding communities.
How does Phil Dwayne Wheat charge for services?
Phil Dwayne Wheat's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHEAT GIVENS FINANCIAL, LLC?
WHEAT GIVENS FINANCIAL, LLC has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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