Wealthview Capital LLC
Legal Name: WEALTHVIEW CAPITAL, LLC
Full Contact Details
Wealthview Capital LLC
4500 I-55 NORTH, SUITE 263, JACKSON, MS
601-981-4040
601-981-4195
Other Info
Wealthview Capital LLC, a MS Limited Liability Company with 7 employees and 3 advisory roles, has recently had its SEC status listed as Approved since April 2, 2014. While the number of clients they serve remains unknown, the firm is registered and ready to provide financial advisory services.
Wealthview Capital: Fee-Only Financial Advisors in Jackson, MS
Wealthview Capital, LLC provides independent, fee-only, fiduciary, and personalized financial planning and investment management services. Our firm is
Direct Owners
-
LAURA MELANIE TAYLOR
MEMBER/TREASURER owns more than 10% but less than 25%
-
SAMUEL JAMES TAYLOR
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more