Dorothy
Vines
Vines Capital Management, LLC
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About this Advisor
Dorothy Vines is a financial advisor based in Monroe, Louisiana who has 2 years of relevant experience. Vines currently works for Vines Capital Management, LLC. The advisor has gained experience at Vines Capital Management, LLC, Ouachita Parish Sheriffs Office and Self Employed - Volunteer Nursing Services. Vines holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in Louisiana and Texas. Vines Capital Management, LLC is a registered investment company that has its headquarters in Monroe, LA. It manages $105 million in assets under management across its 299 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 299 client accounts, 15% are held by high-net-worth clients who have more than $1 million in assets available to invest. Vines Capital Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically are based on the type of services offered. Fees charged by Vines Capital Management, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vines Capital Management, LLC Brokerage Details
$104,901,693
2
299
$350,842
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Dorothy Vines Work History
Dorothy has been registered as a financial advisor for 2 years.*
Vines Capital Management, LLC
Self Employed - Volunteer Nursing Services
Ouachita Parish Sheriffs Office
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dorothy Vines to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vines Capital Management, LLC
Monroe, LA
Monroe, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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