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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilson is an investment advisor representative for Wealthcare Capital Management LLC. Robert Wilson has been in the industry since 1984. Robert Wilson has a Series 65 license and has been registered with the state of Virginia since 2003. Wealthcare Capital Management LLC specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm primarily serves individuals, other investment advisors, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. The firm has a strong record of providing high-quality investment advice to its clients. Robert Wilson is committed to providing personalized service to each of his clients and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
11/20/2003 - Present
Wealthcare Capital Management LLC (RICHMOND VA)
MO
10/01/1999 - 10/03/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
05/12/1989 - 08/26/1989
BUTCHER & SINGER INC.
NA
11/14/1984 - 11/12/1985
WHEAT, FIRST SECURITIES, INC.
IA
Issued 06/24/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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