Vision Capital & Management
Vision Capital & Management (CRD# 118363) is a financial advisory firm headquartered in Davidson, NC. They manage $103,439,979 in 159 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management103MILLION
Total Number of Accounts159ACCOUNTS
Average Account Value$650,566
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Donna Pleasant (CRD# 4927208) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 12 years of experience in the finance industry.
Eric Vogen (CRD# 1406908) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 30 years of experience in the finance industry. Eric Vogen 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.