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Wealthcrest Financial Services, LLC CRD 130049
$508M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7880 Backlick Road Suite One, Springfield, VA 22150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-14 |
| DC | RA | APPROVED | 2015-10-15 |
| MD | RA | APPROVED | 2015-04-02 |
| VA | RA | APPROVED | 2014-09-03 |
Branch Locations
7880 Backlick Road Suite One, Springfield, VA 22150 • United States
Palm Coast, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2010 | Present |
| Wealthcrest Financial Services, Llc | Springfield | VA | 09/2014 | Present |
1)CAPITOL METRO FINANCIAL SERVICES INC, 7230 LEE DEFOREST DRIVE #105-COLUMBIA, MD, 10/1999 AS AGENT SELLING LIFE, DISABILITY, AND LTC PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. 10 HR/MO - 0/TRADING. 2)WEALTHCREST FINANCIAL SERVICES, LLC, 7880 BACKLICK ROAD, SUITE 1, SPRINGFILED, VA 22150 ; BEGAN 09/03/2014 ; AS IAR ; INVESTMENT RELATED ; DEVOTES 10 HRS/WK ; NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-11 |
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