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Robert Lawrence Wheatley

Sovran Advisors, LLC

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About Robert Lawrence Wheatley

Robert Lawrence Wheatley is a financial advisor who has been in the industry for over 28 years. Robert is currently registered with Sovran Advisors, LLC, and previously worked at LPL Financial LLC, Trilogy Financial Services, and National Planning Corporation. Robert is a licensed financial advisor in 12 states. Robert specializes in financial planning, investment management, and insurance services.

Firm Information

Robert Wheatley is currently registered with Sovran Advisors, LLC. Sovran Advisors, LLC is a registered investment advisor based in San Diego, California. The firm manages over $1 billion in assets for a diverse range of clients, including individuals, businesses, and retirement plans. Sovran Advisors specializes in providing comprehensive financial planning, portfolio management, and pension consulting services. They serve clients across various regions, including California, Nevada, Arizona, and Texas.
Sovran Advisors, LLC

3131 CAMINO DEL RIO N.

SAN DIEGO, CA 92108

$1.17B

Assets Under Management

Not reported

Total Clients

39

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Robert Wheatley’s Registration & Firm History

CA

09/25/2024 - Present

Sovran Advisors, LLC (Woodland Hills CA)

CA

01/10/2000 - 11/29/2017

NATIONAL PLANNING CORPORATION (TORRANCE CA)

GA

06/13/1995 - 12/31/1999

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 03/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/25/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/12/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Lawrence Wheatley.
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