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Kimberly Noelle Nichols

Wealthcare Capital Management LLC

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About Kimberly Noelle Nichols

Kimberly Nichols is a registered representative and investment advisor representative with Wealthcare Capital Management LLC. Kimberly has been in the industry since January 20, 2016, and has experience working with high-net-worth individuals, corporations, and other businesses. Kimberly is also an active member of the financial community and is a member of the Virginia Bar. Wealthcare Capital Management LLC is a registered investment advisor that provides a variety of financial services to individuals and businesses.

Firm Information

Kimberly Nichols is currently registered with Wealthcare Capital Management LLC. Wealthcare Capital Management LLC is a fee-only financial advisory firm with a focus on providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations. The firm has over 30 advisors who manage over $2.5 billion in assets for their clients. Their services include financial planning, retirement planning, college savings planning, estate planning, insurance planning, and investment management. They offer a wide range of investment strategies to meet the unique needs of their clients. The firm is headquartered in Richmond, VA and has offices throughout the United States.
Wealthcare Capital Management LLC

2 JAMES CENTER

RICHMOND, VA 23219

$2.58B

Assets Under Management

Not reported

Total Clients

35

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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Kimberly Nichols’s Registration & Firm History

VA

04/09/2018 - Present

Wealthcare Capital Management LLC (RICHMOND VA)

VA

03/28/2017 - 04/02/2018

LPL FINANCIAL LLC (MIDLOTHIAN VA)

NE

01/15/2016 - 04/03/2017

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

BOTH

Issued 09/08/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kimberly Noelle Nichols. Review regulatory record here.
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