Unclaimed Profile

Amy Greene Vinson

WEALTHCARE CAPITAL MANAGEMENT, INC.·RICHMOND, Virginia

Series 7, Series 63, Series 65, Series 86, Series 87Clean record5 years registeredWEALTHCARE CAPITAL MANAGEMENT, INC.

600 EAST MAIN STREET, RICHMOND, VA 23219CRD# 2360437Firm CRD# 111119

Profile Verification

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

Identity

Amy Greene Vinson · RICHMOND, VA

Registration

CRD #2360437 · WEALTHCARE CAPITAL MANAGEMENT, INC. · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHCARE CAPITAL MANAGEMENT, INC.

EAMON CAPITAL MANAGEMENT, LLC

Aug 2021 – Apr 2025

WEXFORD, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · August 6, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHCARE CAPITAL MANAGEMENT LLC

CRD 111119 · SEC 801-60183

AUM

$2.6B

Regulatory assets under management

Employees

10,499 client accounts

Services offered by WEALTHCARE CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHCARE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Amy Greene Vinson offer?

Amy Greene Vinson specializes in Financial Planning, Investment Management, Wealth Management.

What are Amy Greene Vinson's credentials?

Amy Greene Vinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Greene Vinson located?

Amy Greene Vinson is based in RICHMOND, Virginia, last registered with WEALTHCARE CAPITAL MANAGEMENT, INC..

How does Amy Greene Vinson charge for services?

Amy Greene Vinson'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 WEALTHCARE CAPITAL MANAGEMENT, INC.?

WEALTHCARE CAPITAL MANAGEMENT, INC. has approximately 53 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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