Best Investors Account Sign in
Inactive

Kevin Laurence London

Wealthcare Capital Management LLC

Richmond, VA

Vero Beach, FL

CRD 3123234

Claim This Profile
Employer firm

Wealthcare Capital Management LLC CRD 111119

$3.93B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Wealthcare Capital Management Llc

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-06-04
  • FL RA
    APPROVED
    Since 2019-06-04

Branch Locations

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Vero Beach, FL • 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
Sightline Investments Llc Malvern PA 04/2011 Present
Wealthcare Capital Management Llc Richmond VA 03/2014 Present
Previous Registrations
  • 2011-04-08 → 2014-03-31
    Sightline Investments, Llc
    Malvern, PA
  • 2003-07-02 → 2011-04-12
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Philadelphia, PA
    Philadelphia, PA
  • 2003-01-17 → 2003-07-25
    Credit Suisse Securities (Usa) Llc
    New York, NY
  • 2002-07-25 → 2003-01-17
    Pershing Llc
    Bala Cynwyd, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-11-07
  • S66 Uniform Combined State Law Examination
    1998-11-07
Other Names
  • Kevin London

View on SEC IAPD

Nearby Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO

Nearby Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA

More in Richmond, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor