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Lucinda Kay Sloan

AVL/WEALTHCARE, LLC·GULFPORT, Mississippi
Unclaimed Profile
9490 THREE RIVERS ROAD, GULFPORT, MS 39503CRD# 4471338Firm CRD# 116519
01

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.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
AVL ADVISORY SERVICES, LLC
AVL/WEALTHCARE, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at AVL ADVISORY SERVICES, LLC →
Services
Other
04

Background

Compensation
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4471338
Firm CRD# 116519
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in GULFPORT
William Montague Eden — HANCOCK BANKJames Marion Stokes — AVL/WEALTHCARE, LLCJerry Leo Levens — AVL/WEALTHCARE, LLCGerald William Favre — AVL ADVISORY SERVICES, LLCClifton Joseph Saik — HANCOCK BANK
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)MADISON (9)CLARKSDALE (6)
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Research
Advisor Fees in MississippiNational Fee Analysis
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