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Carolina Rose Fleck Walters

WORLD CAPITAL ADVISORS, LLC·GLEN ALLEN, Virginia
Unclaimed Profile
5219 HICKORY PARK DRIVE, GLEN ALLEN, VA 23059CRD# 6007830Firm CRD# 135941
01

About

Carolina Rose Fleck Walters is a registered financial advisor based in GLEN ALLEN, Virginia, affiliated with WORLD CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WORLD CAPITAL ADVISORS, LLC
WORLD CAPITAL ADVISORS, LLC
AUM
$57M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WORLD CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6007830
Firm CRD# 135941
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carolina Rose Fleck Walters offer?
Carolina Rose Fleck Walters specializes in Financial Planning, Investment Management. Contact their office in GLEN ALLEN, Virginia for a consultation.
What are Carolina Rose Fleck Walters's credentials?
Carolina Rose Fleck Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolina Rose Fleck Walters located?
Carolina Rose Fleck Walters is based in GLEN ALLEN, Virginia, working with WORLD CAPITAL ADVISORS, LLC. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.
How does Carolina Rose Fleck Walters charge for services?
Carolina Rose Fleck Walters's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WORLD CAPITAL ADVISORS, LLC?
WORLD CAPITAL ADVISORS, LLC has approximately 1 employees and manages $57M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
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