Whelan Financial Directory


Last updated: February 23rd, 2020. Data source: SEC & FINRA filings.

Back to Firm Profile

Full Name Trusted Years Registered Years at Firm Disclosures Registration Status
Taylor John Whelan Yes 5 5 No Investment Advisor
Vincent Joseph Whelan Yes 22 7 No Investment Advisor
Stephen Christopher Detweiler Yes 6 6 No Investment Advisor
Portia Lissi White Yes 13 13 No Investment Advisor