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Eric Lloyd Vogen

VISION CAPITAL MANAGEMENT CORPORATION·DAVIDSON, North Carolina
SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65CFPClean record22 years registeredVISION CAPITAL MANAGEMENT CORPORATION
108 SOUTH MAIN STREET, DAVIDSON, NC 28036CRD# 1406908Firm CRD# 118363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Lloyd Vogen · DAVIDSON, NC
Registration
CRD #1406908 · VISION CAPITAL MANAGEMENT CORPORATION · 22 years registered
Brand Profile
Not yet started
01

Career History

VISION CAPITAL & MANAGEMENT
Jan 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 63
Series 65
Registration record
First registered · January 15, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VISION CAPITAL MANAGEMENT CORPORATION
CRD 118363 · SEC 801-66188
AUM
$159M
Regulatory assets under management
Employees
7
170 client accounts
Services offered by VISION CAPITAL MANAGEMENT CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VISION CAPITAL MANAGEMENT CORPORATION →
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Frequently Asked Questions

What services does Eric Lloyd Vogen offer?
Eric Lloyd Vogen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAVIDSON, North Carolina for a consultation.
What are Eric Lloyd Vogen's credentials?
Eric Lloyd Vogen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Eric Lloyd Vogen located?
Eric Lloyd Vogen is based in DAVIDSON, North Carolina, working with VISION CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the DAVIDSON metropolitan area and surrounding communities.
How does Eric Lloyd Vogen charge for services?
Eric Lloyd Vogen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISION CAPITAL MANAGEMENT CORPORATION?
VISION CAPITAL MANAGEMENT CORPORATION has approximately 7 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VISION CAPITAL MANAGEMENT CORPORATION

Trudy Bridges Mullins
DAVIDSON, NC
Michelle Marie Atlas-Quinn
DAVIDSON, NC
Mary Jo Vogen
DAVIDSON, NC

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