Wealthview Capital, LLC

Wealthview Capital, LLC (CRD# 149476) is a financial advisory firm headquartered in Jackson, MS. They manage $270,476,112 in 536 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4500 I-55 North, Suite 263, Jackson, MS 39211
https://www.facebook.com/wealthviewcapital/
By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $504,620
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CO, LA, MS, TN, TX

Financial Advisors at Wealthview Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Samuel Taylor, financial advisor Jackson MS
Samuel J. Taylor
CRD#: 1232458
4500 I-55 North, Suite 263, Jackson, MS 39211

Samuel Taylor (CRD# 1232458) is an Investment Advisor Representative working at Wealthview Capital, LLC in Jackson, MS and has over 39 years of experience in the finance industry.

2
Gordon Skelton, financial advisor Jackson MS
Gordon W. Skelton
CRD#: 7447513
4500 I-55 North, Suite 263, Jackson, MS 39211

Gordon Skelton (CRD# 7447513) is an Investment Advisor Representative working at Wealthview Capital, LLC in Jackson, MS and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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