Gordon
Skelton
Wealthview Capital, LLC
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About this Advisor
Gordon Skelton is a financial advisor who works out of Jackson, Mississippi with a total of 2 years of relevant experience. Skelton is an advisor for Wealthview Capital, LLC. During their career, the advisor has held roles at Wealthview Capital, LLC, Security And Analytics LLC and Jackson State University. Skelton maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Mississippi. Wealthview Capital, LLC is a financial advisory firm based in Jackson, MS. It has a total of seven people on staff. It oversees $251 million in total assets across its 501 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 501 accounts, 36% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Wealthview Capital, LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthview Capital, LLC Brokerage Details
$250,950,733
7
501
$500,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gordon Skelton Work History
Gordon has been registered as a financial advisor for 2 years.*
Wealthview Capital, LLC
Jackson State University
Security And Analytics LLC
Jackson State University
*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 Gordon Skelton 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 Wealthview Capital, LLC
Jackson, MS
Jackson, MS
Jackson, MS
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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