Louis
Wheless
Tar River Wealth Planning, LLC
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About this Advisor
Louis Wheless is a financial advisor based in Louisburg, North Carolina, working with Tar River Wealth Planning, LLC. Louis has previously held positions at The Wheless Group Of Resource Management Associates, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Crosscreek Charter School, Tar River Wealth Planning, LLC, Union Bank, and Resource Management Associates. Louis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, California, Florida, Georgia, North Carolina, Oregon, South Carolina, Texas, and Virginia. Currently, Louis is part of Tar River Wealth Planning, LLC, which operates out of Louisburg, North Carolina. The firm has 1 office and 9 employees. The firm manages assets totaling $328.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and publication of newsletters. The fee structure at Tar River Wealth Planning, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tar River Wealth Planning, LLC Brokerage Details
$328,597,476
9
1,273
$258,128
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Louis Wheless Work History
Tar River Wealth Planning, LLC
Resource Management Associates
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
The Wheless Group Of Resource Management Associates
Union Bank
Crosscreek Charter School
Disclosures
Please visit the SEC profile of Louis Wheless to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tar River Wealth Planning, LLC
Louisburg, NC
Louisburg, NC
Louisburg, NC
Louisburg, NC
Louisburg, NC
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