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Caitlin Cully

Caitlin Cully
Other Names: Caitlin Curry
Firm:
Wealthcare Capital Management, Inc
Type: RIA
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Description

Caitlin Cully a financial professional at Wealthcare Capital Management, Inc, a $518M dollar RIA based in Richmond, VA. Caitlin has held an industry securities registration for 4 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

Caitlin Cully has not answered any questions on Financial Q&A.

Top Guides

Caitlin Cully 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
Private Wealth Advisors, Inc. 4 years, 8 months Sep 2008 - Present
Pwa Securities, Inc. 4 years, 8 months Sep 2008 - Present
Wachovia Securities 1 year, 5 months Feb 2007 - Jul 2008
Wachovia Securities 5 months Sep 2006 - Feb 2007
Express 8 months Jun 2006 - Feb 2007
Pittsburgh North Golf Course 3 months May 2003 - Aug 2003
Kent State University 3 years, 9 months Aug 2002 - May 2006
Stetson Convention Services 4 years, 2 months Jun 2002 - Aug 2006
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 06/10/2010, 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
06/10/2010
06/12/2012
*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
Uniform Combined State Law Examination Series 66 07/06/2007
General Securities Representative Examination Series 7 04/19/2007

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees