TrueAdvisor
TrueAdvisor
KL
KL

Kevin Laurence London

Wealthcare Capital Management LLC
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Wealthcare Capital Management LLC
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

Location

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

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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
Wealthcare Capital Management LLC
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Sightline Investments, LLC
April 2011 - March 2014 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2003 - April 2011 · 7 yrs 9 mos
Credit Suisse First Boston
January 2003 - July 2003 · 6 mos
Donaldson Lufkin & Jenrette Securities Corporation
July 2002 - January 2003 · 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.