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Arcelia Wicker

BAY Capital Advisors, LLC

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About Arcelia Wicker

Arcelia Wicker is an Investment Advisor Representative at Bay Capital Advisors, LLC based in Carrollton, Virginia. Arcelia has been in the industry since September 2022 and has earned the Series 65 license. Arcelia specializes in providing financial planning, portfolio management, and investment analysis services to individuals, high-net-worth individuals, and charitable organizations. Arcelia holds the Chartered Financial Consultant designation.

Firm Information

Arcelia Wicker is currently registered with BAY Capital Advisors, LLC. BAY Capital Advisors, LLC is a Virginia Beach, VA-based investment advisor with $195,912,606 in regulatory assets under management. They offer a range of advisory services, including financial planning, portfolio management for individuals and businesses, educational seminars, and project-based consulting. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
BAY Capital Advisors, LLC

582 LYNNHAVEN PARKWAY

VIRGINIA BEACH, VA 23452

$195.91M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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project based consulting; investment analysis and corporate planning

Project based consulting; investment analysis and corporate planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Arcelia Wicker’s Registration & Firm History

VA

01/19/2023 - Present

BAY Capital Advisors, LLC (Carrollton VA)

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Licenses & Designations

IA

Issued 10/19/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arcelia Wicker.
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