Avl/wealthcare, LLC

Avl/wealthcare, LLC (CRD# 116519) is a financial advisory firm headquartered in Gulfport, MS. They manage $111,171,721 in 292 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $380,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, MS, TX

Financial Advisors at Avl/wealthcare, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Germaine G. Weldon
CRD#: 1174447
9490 Three Rivers Road, Gulfport, MS 39503
96
Wealthminder
score

Germaine Weldon (CRD# 1174447) is an Investment Advisor Representative working at Avl/wealthcare, LLC in Gulfport, MS and has over 33 years of experience in the finance industry. Germaine Weldon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lori S. Mozingo
CRD#: 6642877
9490 Three Rivers Road, Gulfport, MS 39503
90
Wealthminder
score

Lori Mozingo (CRD# 6642877) is an Investment Advisor Representative working at Avl/wealthcare, LLC in Gulfport, MS and has 1 year of experience in the finance industry.

3
Patricia A. Kollath
CRD#: 5512242
9490 Three Rivers Road, Gulfport, MS 39503
76
Wealthminder
score

Patricia Kollath (CRD# 5512242) is an Investment Advisor Representative working at Avl/wealthcare, LLC in Gulfport, MS and has over 2 years of experience in the finance industry.

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