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Barry Steven Wheeler

Investmentpost Advisory

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About Barry Steven Wheeler

Barry Wheeler is a financial advisor in Martinez, Georgia and has been in the industry since 1983. Barry currently holds a Series 65 license and has worked at Investmentpost Advisory for over 20 years. Barry has worked at several other firms including William C. Burnside & Company, Inc. and Interstate/Johnson Lane Corporation.

Firm Information

Barry Wheeler is currently registered with Investmentpost Advisory. Investmentpost Advisory is a corporation registered with the Securities and Exchange Commission (SEC). It was formed on March 26, 1993, and is currently cancelled. The firm offers portfolio management for individuals and has a total of 6 accounts under management with $2,000,000 in regulatory assets. The firm has been subject to 7 regulatory events and 1 arbitration proceeding. The firm has not filed any registrations with the SEC.

$2.00M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Wheeler’s Registration & Firm History

GA

05/23/2016 - Present

Investmentpost Advisory (MARTINEZ GA)

GA

01/21/2022 - 08/02/2022

FFEC WEALTH PARTNERS LLC (Martinez GA)

CO

03/23/2021 - 12/31/2021

NTB FINANCIAL CORPORATION (HIGHLANDS RANCH CO)

GA

07/15/2004 - 04/13/2021

WILLIAM C. BURNSIDE & COMPANY, INC. (MARTINEZ GA)

GA

08/24/1993 - 07/22/2004

INVESTMENTPOST INC. (AUGUSTA GA)

GA

02/20/1990 - 03/31/1993

THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)

NC

10/14/1988 - 02/27/1990

INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)

NA

07/20/1983 - 10/14/1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

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Licenses & Designations

IA

Issued 07/13/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/1993

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/02/1993

Series 4 - Registered Options Principal Examination

BC

Issued 04/23/1993

Series 27 - Financial and Operations Principal Examination

BC

Issued 04/14/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 9 public disclosures for Barry Steven Wheeler. Review regulatory record here.
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