GS
Gordon W. Skelton
WEALTHVIEW CAPITAL
Jackson, MS 39211
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CRD#: 7447513
GS
Professional summary
Gordon William Skelton, who also goes by Gordon Skelton, is a registered financial advisor currently at WEALTHVIEW CAPITAL, LLC located in Jackson, Mississippi.
Gordon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gordon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gordon Skelton
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) SECURITY AND ANALYTICS LLC - OWNER. 1/2019 TO PRESENT. INVESTMENT RELATED. 5-10 HRS/WEEK DEVOTED TO THIS ACTIVITY. DUTIES INCLUDE RESEARCH AND DEVELOPMENT OF SOFTWARE, CYBERSECURITY FOR CONTROL SYSTEMS, DATA ANALYTICS AND RELATED TOPICS. NO OTHER EMPLOYEES. 1000 HIGHLAND COLONY PARKWAY, SUITE 5203, RIDGELAND, MS 39157. 2) JACKSON STATE UNIVERSITY - RESEARCH ASSOCIATE. 5/2020 TO PRESENT. NOT INVESTMENT RELATED. 10-15 HRS/WEEK DEVOTED TO THIS ACTIVITY.
CRS (Client Relationship Summary) - RIA
Click below to view Gordon William Skelton'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
October 11, 2021 - Present
WEALTHVIEW CAPITAL, LLC
Office #1: 4500 I-55 North, Suite 263, Jackson, MS 39211RIA
CRD#: 149476
Jackson, MS
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".
WC
WEALTHVIEW CAPITAL, LLC
TAYLOR CAPITAL MANAGEMENT | WEALTHVIEW CAPITAL, LLC | TAYLOR CAPITAL MANAGEMENT, LLC
CRD#: 149476 / SEC#: 801-79342
RIA
Registered Investment Advisory firm - (4/2/2014 Approved)Alabama
Registered Investment Advisory firm - (4/3/2014 Terminated)Louisiana
Registered Investment Advisory firm - (4/3/2014 Terminated)Mississippi
Registered Investment Advisory firm - (4/16/2014 Terminated)Tennessee
Registered Investment Advisory firm - (5/31/2013 Terminated)Texas
Registered Investment Advisory firm - (4/3/2014 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
Mississippi(10/11/2021)
Current Firm
WC
WEALTHVIEW CAPITAL, LLC
TAYLOR CAPITAL MANAGEMENT | WEALTHVIEW CAPITAL, LLC | TAYLOR CAPITAL MANAGEMENT, LLC
CRD#: 149476 / SEC#: 801-79342
RIA
Registered Investment Advisory firm - (4/2/2014 Approved)Alabama
Registered Investment Advisory firm - (4/3/2014 Terminated)Louisiana
Registered Investment Advisory firm - (4/3/2014 Terminated)Mississippi
Registered Investment Advisory firm - (4/16/2014 Terminated)Tennessee
Registered Investment Advisory firm - (5/31/2013 Terminated)Texas
Registered Investment Advisory firm - (4/3/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4500 I-55 North, Suite 263, Jackson, MS 39211
Mailing Address
Phone number
(601) 981-4040
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 511 |
| AUM (Assets Under Management) | $ 286,766,435 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHVIEW CAPITAL, LLC
CRD#: 149476Jackson, MS 39211TRUST BUT VERIFY
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