AM
Autrey W. Moseley
VIRTUE CAPITAL MANAGEMENT
Longview, TX 75604
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CRD#: 1213653
AM
Professional summary
Autrey Wayne Moseley JR is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Longview, Texas.
Autrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Autrey has worked at 14 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) MOSELEY CONSULTING,�, Title: OWNER, Description: THE NAME OF THIS BUSINESS WAS SENIOR SOLUTIONS UNTIL 1/2009. DUTIES: I ASSIST CLIENTS WITH PRE-RETIREMENT PLANNING, POST-RETIREMENT PLANNING, LONG-TERM CARE PLANNING AND ESTATE PLANNING. I ASSIST CLIENTS UNDER SUPERVISION OF AN ATTORNEY TO OBTAIN AND FUND REVOCABLE LIVING TRUSTS, LIFE INSURANCE TRUSTS AND CHARITABLE REMAINDER TRUSTS. ALL OF THE ABOVE BUSINESS ACTIVITIES ARE AS A FOLLOW-UP TO RETIREMENT PLANNING (SECURITIES) WORK�, Start Date: 05-01-1997, Address: 3400 W. MARSHALL AVE., SUITE 401, LONGVIEW, TX 75604, Investment-related? NO, Hours per month: 0, During trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Autrey Wayne Moseley JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 21, 2017 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 1201 Nw Loop 281 #300, Longview, TX 75604Office #2: 6 Cadillac Dr. Suite 310, Brentwood, TN 37027RIA
CRD#: 167816
Longview, TX
Past
October 11, 2011 - February 14, 2017
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
LONGVIEW, TX
Past
May 28, 2010 - July 22, 2011
DOMINION INVESTOR SERVICES, INC.
BD
CRD#: 21548
LONGVIEW, TX
Past
October 9, 2009 - May 12, 2010
INTEGRITY ALLIANCE, LLC.
BD
CRD#: 139627
LONGVIEW, TX
Past
June 27, 2007 - December 31, 2008
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
LONGVIEW, TX
Past
February 3, 2004 - July 12, 2007
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
LONGVIEW, TX
Past
August 19, 2002 - December 1, 2003
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
LINCOLN, NE
Past
January 14, 2002 - August 13, 2002
WORTH FINANCIAL GROUP INC.
BD
CRD#: 13478
DALLAS, TX
Past
February 16, 2001 - December 31, 2001
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
June 11, 1999 - December 31, 2000
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
October 1, 1997 - May 10, 1999
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
August 13, 1997 - October 1, 1997
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
BD
CRD#: 5178
FORT WAYNE, IN
Past
February 23, 1993 - September 23, 1996
RUSHMORE SECURITIES CORPORATION
BD
CRD#: 8392
DALLAS, TX
Past
December 7, 1983 - December 9, 1992
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/21/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816Longview, TX 75604TRUST BUT VERIFY
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