|Other Names:||Bob Wilson|
Wealthcare Capital Management, Inc
CHIEF COMPLIANCE OFFICER CFO, SENIOR MANAGING DIRECTOR & DIRECTOR
Robert Wilson is an executive and is a minority owner of Wealthcare Capital Management, Inc, an $813M RIA based in Richmond, VA. Robert has held an industry securities registration for 10 years and is subject to SEC oversight.
Top AnswersRobert Payne Wilson has not answered any questions on Financial Q&A.
|High Net Worth Individuals|
|Pension and Profit Sharing Plans|
|Corporations or Other Businesses|
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
|Financeware, Inc. D/B/A Wealthcare Capital Management||14 years, 10 months||May 1999 - Present|
No Disclosures Found
|As of Date||
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
|Uniform Investment Adviser Law Examination||Series 65||06/24/2003|
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees