TrueAdvisor
TrueAdvisor
ST
ST

Samuel James Taylor

Wealthview Capital, LLC
29 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Wealthview Capital, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$286.8M

Fee Structure

Financial Planning:Included in AUM fee

Location

4500 I-55 North, Suite 263, Jackson, MS, 39211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealthview Capital, LLC
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2005 - May 2009 · 4 yrs 2 mos
Wachovia Securities, LLC
July 2003 - March 2005 · 1 yr 8 mos
Prudential Securities Incorporated
January 1996 - July 2003 · 7 yrs 6 mos
State Registrations3 states
ALMSTX
Advisor
Exams
No exam information available for this advisor.