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
By the Numbers
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Total Assets Under Management270MILLION
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Total Number of Accounts536ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, CO, LA, MS, TN, TX
Financial Advisors at Wealthview Capital, LLC
1
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 (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.
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