Peggy Carlson (CRD# 2147921) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Claremont, CA and has over 32 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcare Capital Management, Inc. | Richmond, VA | Sep 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- CA
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Total Assets Under Management2,580MILLIONS
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Total Number of Accounts10,499ACCOUNTS
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Average Account Value$245,732
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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