Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hartwell Cox is a financial advisor with Wealthcare Capital Management LLC, a registered investment advisor firm. William has been in the financial services industry since 1991 and has a wide range of experience in providing financial planning and investment management services. William holds the Series 6, 7, 63 and 65 securities licenses. He is also a Certified Financial Planner and a Chartered Financial Consultant. William is dedicated to providing his clients with personalized financial advice and guidance.
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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VA
07/20/2021 - Present
Wealthcare Capital Management LLC (RICHMOND VA)
VA
04/01/2010 - 06/28/2010
NEXT FINANCIAL GROUP, INC. (GLEN ALLEN VA)
VA
01/04/2010 - 03/31/2010
WATERFORD INVESTOR SERVICES, INC. (RICHMOND VA)
VA
11/09/2006 - 12/23/2009
COMMUNITY BANKERS SECURITIES, LLC (DELTASVILLE VA)
VA
08/18/2003 - 11/27/2006
ING FINANCIAL PARTNERS, INC. (RICHMOND VA)
NE
11/05/1999 - 07/17/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
12/16/1998 - 11/16/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
07/14/1997 - 12/03/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
MN
11/21/1994 - 07/28/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/21/1994 - 07/28/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
09/17/1993 - 10/21/1994
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
MA
06/13/1991 - 07/27/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/13/1991 - 07/27/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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