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Michelle Poe Fulcher

Verus Capital Partners, LLC

South Boston, VA

CRD 6015555

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Employer firm

Verus Capital Partners, LLC CRD 151568

$2.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Verus Capital Partners, Llc

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-03-08
  • VA RA
    APPROVED
    Since 2022-03-08

Branch Locations

1016 Charles Street, South Boston, VA 24592 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kenneth M. Perkins, Cpa, Pc South Boston VA 12/2011 Present
Black Walnut Baptist Church Alton VA 10/2009 Present
Avantax Investment Services, Inc. South Boston VA 07/2014 11/2021
Avantax Advisory Services South Boston VA 03/2015 11/2021
Kenneth M Perkins Wealth Mgmt South Boston VA 07/2016 Present
Avantax Insurance Agency, Llc South Boston VA 04/2018 11/2021
Lpl Financial, Llc South Boston VA 11/2021 Present
Verus Capital Partners, Llc South Boston VA 11/2021 Present
  • 12/2011 → Present
    Kenneth M. Perkins, Cpa, Pc
    South Boston, VA
  • 10/2009 → Present
    Black Walnut Baptist Church
    Alton, VA
  • 07/2014 → 11/2021
    Avantax Investment Services, Inc.
    South Boston, VA
  • 03/2015 → 11/2021
    Avantax Advisory Services
    South Boston, VA
  • 07/2016 → Present
    Kenneth M Perkins Wealth Mgmt
    South Boston, VA
  • 04/2018 → 11/2021
    Avantax Insurance Agency, Llc
    South Boston, VA
  • 11/2021 → Present
    Lpl Financial, Llc
    South Boston, VA
  • 11/2021 → Present
    South Boston, VA
Previous Registrations
  • 2015-03-27 → 2021-12-03
    Avantax Advisory Services
    South Boston, VA
Other Businesses

1) 7/2016 - DBA for LPL Business (entity for LPL business) - KENNETH M PERKINS WEALTH - Investment Related - 25% - South Boston, VA 24592 2) 5/2018 - Notary - Michelle Fulcher - 1% - South Boston, VA 24592 3) 10/2009 - Outside/W-2 Employment - BLACK WALNUT BAPTIST CHURCH - Not Investment Related - 5% - Alton, VA 24520 4) 12/8/2021 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 09/23/2021 - 50 Hours Per Month/3 Hours During Securities Trading - Time Spent 25% - I provide administrative support to Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-12
  • S66 Uniform Combined State Law Examination
    2014-11-12

View on SEC IAPD

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