WEALTHVIEW CAPITAL, LLC of JACKSON, MS is an SEC-registered investment adviser (CRD 149476). Regulatory assets under management: $319.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Samuel James Taylor | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Laura Melanie Taylor | MEMBER/TREASURER | — |
| TAYLOR JAMES | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TAYLOR LAURA MELANIE | MEMBER/TREASURER | — |
| HARROP KARL WILLIAM | MEMBER/PRINCIPAL | — |
| Lawrence Michael Tuskey | CHIEF COMPLIANCE OFFICER | — |