Unclaimed Profile

Katherine Shelton Fonville

FONVILLE WEALTH MANAGEMENT LLC·RICHMOND, Virginia

Series 7, Series 63, Series 66Clean record20 years registeredFONVILLE WEALTH MANAGEMENT LLC

8001 FRANKLIN FARMS DRIVE, RICHMOND, VA 23229CRD# 4802005Firm CRD# 155221

Profile Verification

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

Identity

Katherine Shelton Fonville · RICHMOND, VA

Registration

CRD #4802005 · FONVILLE WEALTH MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

COVENANT WEALTH ADVISORS

Oct 2010 – present

WELLS FARGO ADVISORS, LLC

May 2010 – Oct 2010

PEPPER PIKE, OH

WELLS FARGO ADVISORS, LLC

Jul 2007 – May 2009

RICHMOND, VA

BB&T INVESTMENT SERVICES, INC.

Mar 2006 – May 2006

CHARLOTTE, NC

BB&T ASSET MANAGEMENT, INC.

Jan 2006 – Mar 2006

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · January 26, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FONVILLE WEALTH MANAGEMENT LLC

CRD 155221 · SEC 801-114868

AUM

$496M

Regulatory assets under management

Employees

1,023 client accounts

Services offered by FONVILLE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 FONVILLE WEALTH MANAGEMENT LLC →

Introduction

Speak with Katherine

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Katherine is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RICHMOND?

Browse all registered financial advisors in RICHMOND, Virginia or claim this profile if it's yours.

Browse RICHMOND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Katherine Shelton Fonville offer?

Katherine Shelton Fonville specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Katherine Shelton Fonville's credentials?

Katherine Shelton Fonville is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katherine Shelton Fonville located?

Katherine Shelton Fonville is based in RICHMOND, Virginia, working with FONVILLE WEALTH MANAGEMENT LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Katherine Shelton Fonville charge for services?

Katherine Shelton Fonville'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 FONVILLE WEALTH MANAGEMENT LLC?

FONVILLE WEALTH MANAGEMENT LLC has approximately 9 employees and manages $496M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →