Prism Financial Resources Team

Building Strong Futures Through Financial Education

George J. Wheeler Jr.

Financial Advisor/Branch Manager
Linsco Private Ledger
CA. Insurance License #0796450

As Branch Manager for the national independent brokerage firm of Linsco Private Ledger (LPL Financial Services), George has been servicing investors in the Los Angeles area since 1984, and believes his affiliation with LPL will greatly enhance his ability to service your portfolio.

After receiving a degree in Business Management, George began his professional career as a Marketing Representative with International Business Machines (IBM) and excelled in service for seven years. As he became successful, he decided his ultimate goal was to carve out his own niche as a small business proprietor.

For the past fifteen years George has worked as a registered broker with both Merrill Lynch and Dean Witter Reynolds before joining the national independent brokerage firm of Linsco Private Ledger. His licenses include: registered broker-series 7, registered principal-series 24, a California insurance license, and a California real estate license.

George's education and many years of experience in areas of finance have prepared him to provide financial education and investment advice for future investors. His is deeply committed to building relationships with clients and educating them with the essentials to make intelligent investment decisions.

Meet the Rest of the Team

In addition to George, executive assistant Marisol Felix provides the office support needed to enable PFR to provide the high quality service that clients and sponsors have come to expect and deserve. This team has the strength of being multi-tasked and the combined responsibilities of the team provide the backbone of PFR.

Marisol Felix, Executive Assistant to the President

As an undergraduate of UCLA in 2003, Marisol joined PFR as an executive assistant in 2004, and has amassed extensive experience in all facets of the seminar marketing industry. Ms. Felix adds to the PFR team through marketing, planning, and implementing effective worksite and public financial seminars ranging from single topic presentations to worksite events to comprehensive multi-session seminars. She is deeply committed to building relationships with business professionals.

 

 

We welcome you to call Prism Financial Resources at 1-800-555-9764 (Southern California only), (213)-482-2590 or e-mail us at gwheeler@prismfinancialresources.com to discuss your educational needs.

A Registered Investment Advisor
Securities offered through LPL Financial
Member FINRA/SIPC
LPL Web Site