Unclaimed Profile

Michelle Marie Atlas-Quinn

VISION CAPITAL MANAGEMENT CORPORATION·DAVIDSON, North Carolina

SIE, Series 6, Series 7, Series 24, Series 65, Series 66Clean record23 years registeredVISION CAPITAL MANAGEMENT CORPORATION

108 SOUTH MAIN STREET, DAVIDSON, NC 28036CRD# 4540422Firm CRD# 118363

Profile Verification

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

Identity

Michelle Marie Atlas-Quinn · DAVIDSON, NC

Registration

CRD #4540422 · VISION CAPITAL MANAGEMENT CORPORATION · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISION CAPITAL MANAGEMENT CORPORATION

PORTFOLIO DESIGN ADVISORS, INC.

Jul 2012 – Dec 2013

CENTENNIAL, CO

GENEOS WEALTH MANAGEMENT, INC.

Jun 2011 – Jun 2018

CENTENNIAL, CO

CAPWEST SECURITIES, INC.

May 2010 – Jun 2011

LAKEWOOD, CO

WELLS FARGO INVESTMENTS, LLC

Jul 2003 – Jan 2004

BROOMFIELD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · July 4, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISION CAPITAL MANAGEMENT CORPORATION

CRD 118363 · SEC 801-66188

AUM

$159M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Michelle Marie Atlas-Quinn offer?

Michelle Marie Atlas-Quinn specializes in Financial Planning, Investment Management, Wealth Management.

What are Michelle Marie Atlas-Quinn's credentials?

Michelle Marie Atlas-Quinn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Marie Atlas-Quinn located?

Michelle Marie Atlas-Quinn is based in DAVIDSON, North Carolina, last registered with VISION CAPITAL MANAGEMENT CORPORATION.

How does Michelle Marie Atlas-Quinn charge for services?

Michelle Marie Atlas-Quinn'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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