Edward Wuenschell (CRD# 3196420) is an Investment Advisor Representative working at World Capital Advisors, LLC in Denver, CO and has over 24 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Capital Advisors, LLC | Glen Allen, VA | Jan 2011 - Current | 13 |
| Fw Benefit Professionals, LLC | Pittsburgh, PA | Apr 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- PA
-
Total Assets Under Management57MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$950,000
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
PA, VA
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