• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Charles Franci Wheeler
Charles Francis Wheeler, Charles Wheeler
CRD#: 6819042
IA
Investment Adviser
B
Broker
BANKERS LIFE ADVISORY SERVICES, INC.CRD#: 281285 300 5th Avenue Ste 6010
WALTHAM, MA 02451
BANKERS LIFE SECURITIES, INC.CRD#: 173962 300 5th Avenue Ste 6010
Waltham, MA 02451
Registration History
2018201920202021202220232024202520262 FIRMS2018 - Present (6 years)
License(s)

State Registrations

B
Connecticut 9/4/2020

B
New York 1/11/2022

IA
Massachusetts 6/29/2018

B
Ohio 4/10/2020

B
Massachusetts 8/23/2018

B
Oregon 3/4/2024

B
New Hampshire 5/23/2019

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
BANKERS LIFE ADVISORY SERVICES, INC. (CRD#:281285)
300 5th Avenue Ste 6010, WALTHAM, MA 02451
Registered with this firm since 6/29/2018

B
BANKERS LIFE SECURITIES, INC. (CRD#:173962)
300 5th Avenue Ste 6010, Waltham, MA 02451
Registered with this firm since 3/6/2018

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.