Carol Pratt, financial advisor Roseville CA
90 score

Carol Pratt

CRD Number: 5911839
Current Firm: Virtue Capital Management, LLC

Carol Pratt (CRD# 5911839) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Roseville, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Virtue Capital Management, LLC Nashville, TN May 2016 - Current < 1
Stonehouse Business Consulting Roseville, CA Dec 2013 - Current 3
Pratt Advisory Group Roseville, CA Apr 2011 - Current 5
Stone House Wealth Management & Insurance Services Roseville, CA Jul 2006 - Current 10
Wealth Watch Advisors LLC Rockledge, FL Nov 2015 - Mar 2016 < 1
Retirement Wealth Advisors Roseville, CA Mar 2015 - Sep 2015 < 1
Brookstone Capital Management Roseville, CA Feb 2013 - Mar 2015 2
Redhawk Wealth Advisors, Inc. Roseville, CA Apr 2012 - Feb 2013 < 1
Renown Wealth Adviser Dallas, TX Apr 2011 - Mar 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Carol A. Pratt
Phone Number: 615-340-0801
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $57,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MD, ME, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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