Unclaimed Profile

Lucinda Kay Sloan

AVL/WEALTHCARE, LLC·GULFPORT, Mississippi

Clean recordAVL/WEALTHCARE, LLC

9490 THREE RIVERS ROAD, GULFPORT, MS 39503CRD# 4471338Firm CRD# 116519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lucinda Kay Sloan · GULFPORT, MS

Registration

CRD #4471338 · AVL/WEALTHCARE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lucinda Kay Sloan is a registered financial advisor based in GULFPORT, Mississippi, affiliated with AVL/WEALTHCARE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

AVL ADVISORY SERVICES, LLC

AVL/WEALTHCARE, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at AVL ADVISORY SERVICES, LLC →

Services

Other

Background

Compensation

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 4471338

Firm CRD# 116519

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lucinda Kay Sloan offer?

Lucinda Kay Sloan is a registered financial advisor in GULFPORT, Mississippi. Contact their office for details on services offered.

What are Lucinda Kay Sloan's credentials?

Lucinda Kay Sloan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lucinda Kay Sloan located?

Lucinda Kay Sloan is based in GULFPORT, Mississippi, working with AVL/WEALTHCARE, LLC. Their office serves clients in the GULFPORT metropolitan area and surrounding communities.

How does Lucinda Kay Sloan charge for services?

Lucinda Kay Sloan's firm is compensated through other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVL/WEALTHCARE, LLC?

AVL/WEALTHCARE, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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