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Samuel James Taylor

Wealthview Capital, LLC

Jackson, MS

CRD 1232458

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Employer firm

Wealthview Capital, LLC CRD 149476

$319M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Wealthview Capital, Llc

4500 I-55 North, Suite 263, Jackson, MS 39211 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2024-03-06
AL RA APPROVED 2012-07-13
TX RA APPROVED 2012-05-17
  • MS RA
    APPROVED
    Since 2024-03-06
  • AL RA
    APPROVED
    Since 2012-07-13
  • TX RA
    APPROVED
    Since 2012-05-17

Branch Locations

4500 I-55 North, Suite 263, Jackson, MS 39211 • 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
Wealthview Capital Llc Jackson MS 05/2009 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-29
S63 Uniform Securities Agent State Law Examination 1984-05-30
  • S65 Uniform Investment Adviser Law Examination
    1995-03-29
  • S63 Uniform Securities Agent State Law Examination
    1984-05-30
Other Names
  • Sam Taylor

View on SEC IAPD

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