PC
Philip J. Carter
WEALTHCARE CAPITAL MANAGEMENT LLC
Richmond, VA 23219
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CRD#: 7687910
PC
Professional summary
Philip Jefferson Carter is a registered financial advisor currently at WEALTHCARE CAPITAL MANAGEMENT LLC located in Richmond, Virginia.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Philip has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Jefferson Carter'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
March 2, 2023 - Present
WEALTHCARE CAPITAL MANAGEMENT LLC
Office #1: 2 James Center 1021 East Cary Street, #702, Richmond, VA 23219RIA
CRD#: 111119
Richmond, VA
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
WEALTHCARE CAPITAL MANAGEMENT LLC
AUDREY SANDERS WEALTH ADVISORY OF HARLEM | YOUNG FINANCIAL GROUP | WEALTHCARE PRIVATE CLIENT, LLC | WEALTHCARE FOR WOMEN | WEALTHCARE CAPITAL MANAGEMENT, INC. | WEALTHCARE CAPITAL MANAGEMENT LLC DBA JSW FINANCIAL | WEALTHCARE CAPITAL MANAGEMENT LLC DBA CAREWELL | WEALTHCARE CAPITAL MANAGEMENT LLC | VAN ZANDT FINANCIAL | THORNTON WEALTH MANAGEMENT | SIGHTLINE INVESTMENTS, A DIVISION OF WEALTHCARE CAPITAL MANAGEMENT LLC | PERSONAL FINANCIAL EXPERIENCES LLC | HESSENFLOW FINANCIAL PLANNING | FPA SECURITIES, INC. | FINANCIAL LIFE DESIGNS | FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT RETIREMENT SERVICES | FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT | FINANCEWARE, INC. DBA THE CULLY WEALTH MANAGEMENT GROUP | FINANCEWARE, INC. DBA CR WEALTH MANAGEMENT GROUP | FINANCEWARE, INC. | BEACON WEALTH ADVISORS
CRD#: 111119 / SEC#: 801-60183
RIA
Registered Investment Advisory firm - (4/19/2001 Approved)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
Virginia(3/2/2023)
Current Firm
WC
WEALTHCARE CAPITAL MANAGEMENT LLC
AUDREY SANDERS WEALTH ADVISORY OF HARLEM | YOUNG FINANCIAL GROUP | WEALTHCARE PRIVATE CLIENT, LLC | WEALTHCARE FOR WOMEN | WEALTHCARE CAPITAL MANAGEMENT, INC. | WEALTHCARE CAPITAL MANAGEMENT LLC DBA JSW FINANCIAL | WEALTHCARE CAPITAL MANAGEMENT LLC DBA CAREWELL | WEALTHCARE CAPITAL MANAGEMENT LLC | VAN ZANDT FINANCIAL | THORNTON WEALTH MANAGEMENT | SIGHTLINE INVESTMENTS, A DIVISION OF WEALTHCARE CAPITAL MANAGEMENT LLC | PERSONAL FINANCIAL EXPERIENCES LLC | HESSENFLOW FINANCIAL PLANNING | FPA SECURITIES, INC. | FINANCIAL LIFE DESIGNS | FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT RETIREMENT SERVICES | FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT | FINANCEWARE, INC. DBA THE CULLY WEALTH MANAGEMENT GROUP | FINANCEWARE, INC. DBA CR WEALTH MANAGEMENT GROUP | FINANCEWARE, INC. | BEACON WEALTH ADVISORS
CRD#: 111119 / SEC#: 801-60183
RIA
Registered Investment Advisory firm - (4/19/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 James Center 1021 East Cary Street, #702, Richmond, VA 23219
Mailing Address
600 East Main Street Suite 1240, Richmond, VA 23219
Phone number
(804) 644-4711
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,564 |
| AUM (Assets Under Management) | $ 3,030,880,135 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHCARE CAPITAL MANAGEMENT LLC
CRD#: 111119Richmond, VA 23219TRUST BUT VERIFY
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