AS
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Audrey Sanders

30 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
5,066 clients
Average Client Portfolio
$598K average
Assets Under Management
$3.0B

Fee Structure

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Location

2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219

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History

Regulatory History (1)
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Judgment / Lien
November 2022
Employment History
Current Registrations
Wealthcare Capital Management LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Citigroup Global Markets INC.
January 2017 - June 2024 · 7 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2017 - June 2024 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLC
July 2003 - January 2017 · 13 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - January 2017 · 13 yrs 6 mos
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
August 1998 - July 2003 · 4 yrs 11 mos
Taglich Brothers, D'amadeo, Wagner & CO., INC.Broker
October 1997 - July 1998 · 9 mos
May, Davis Group INC.Broker
October 1995 - September 1997 · 1 yr 11 mos
Prime Charter LTD.Broker
February 1995 - October 1995 · 8 mos
Prudential Securities IncorporatedBroker
September 1994 - November 1994 · 2 mos
Ladenburg, Thalmann & CO., INC.Broker
May 1993 - June 1993 · 1 mo
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Audrey Sanders - Financial Advisor | TrueAdvisor