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David Brian Loeper

David Brian Loeper
Other Names: David B. Loeper, David Bryan Loeper
Firm:
Wealthcare Capital Management, Inc
CEO, CIO, CHAIRMAN & DIRECTOR
Type: RIA
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Description

David Loeper an executive and is a minority owner of Wealthcare Capital Management, Inc, a $518M dollar RIA based in Richmond, VA. David has held an industry securities registration for 24 years and is subject to SEC oversight.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

David Brian Loeper has not answered any questions on Financial Q&A.

Top Guides

David Brian Loeper has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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ownership pie chart
Individuals
High Net Worth Individuals
Pension and Profit Sharing Plans
Corporations or Other Businesses
Charitable Organizations

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Financeware, Inc. 14 years May 1999 - Present
Wealthcare Capital Management, Inc 14 years May 1999 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 01/31/2011, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
01/31/2011
01/31/2011
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*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.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
General Securities Sales Supervisor Examination (Options Module & General Module) Series 8 07/16/1996
Uniform Investment Adviser Law Examination Series 65 01/31/1990
General Securities Principal Examination Series 24 05/02/1988
General Securities Representative Examination Series 7 06/20/1987
Uniform Securities Agent State Law Examination Series 63 11/16/1984
Investment Company Products/Variable Contracts Representative Examination Series 6 11/14/1984

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees