Dorothy
Vines

Vines Capital Management, LLC

CRD#7348520
Investment Advisor
in Monroe, LA

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About this Advisor

Dorothy Vines is a financial advisor based in Monroe, Louisiana, working with Vines Capital Management, LLC. Dorothy has previously held positions at Vines Capital Management, LLC, Ouachita Parish Sheriffs Office, and Self Employed - Volunteer Nursing Services. Dorothy has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Dorothy is part of Vines Capital Management, LLC, which operates out of Monroe, Louisiana. The firm has 3 employees and manages assets totaling $123.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Vines Capital Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1896 Hudson Circle Suite 3
Monroe, LA 71201

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Vines Capital Management, LLC Brokerage Details

Total Assets Under Management

$123,244,018

LA Average: $486,181,852
Total Number of Employees

3

LA Average: 13
Total Number of Accounts

329

LA Average: 722
Average Account Size

$374,602

LA Average: $673,382

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

2018 - Present (7 years)

Vines Capital Management, LLC

2004 - Present (21 years)

Self Employed - Volunteer Nursing Services

2014 - 2017 (3 years)

Ouachita Parish Sheriffs Office

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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

Lana Weant
Monroe, LA
Dorothy Vines
Monroe, LA
Kenneth Vines
Monroe, LA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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