Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames R. Wheeler is an investment advisor representative at Sovereign Capital LLC in Fayetteville, Arkansas. Prior to joining Sovereign Capital LLC, James was a registered representative with Arvest Wealth Management from July 2017 to January 2021. James is licensed to provide investment advisory services in Arkansas. He has a Series 7, Series 66 and SIE licenses. James has been providing financial services since 2013 and has a background in the banking and title industries. In addition to his work as an investment advisor, James is also the owner and operator of Adventure Lawn Care LLC, a lawn service business.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
03/30/2021 - Present
Sovereign Capital LLC (FAYETTEVILLE AR)
AR
07/28/2017 - 01/04/2021
ARVEST WEALTH MANAGEMENT (FAYETTEVILLE AR)
BOTH
Issued 08/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure James Wheeler is the right advisor for you? Invested Better is here to help.
