Gordon
Skelton

Wealthview Capital, LLC

CRD#7447513
Investment Advisor
in Jackson, MS

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About this Advisor

Gordon Skelton is a financial advisor based in Jackson, Mississippi, working with Wealthview Capital, LLC. Gordon has previously held positions at Wealthview Capital, LLC, Security And Analytics LLC, and Jackson State University. Gordon has passed the Series 65 regulatory exam and is registered to provide services in Mississippi. Currently, Gordon is part of Wealthview Capital, LLC, which operates out of Jackson, Mississippi. The firm has 1 office and 6 employees. The firm manages assets totaling $270.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Wealthview Capital, 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4500 I-55 North, Suite 263
Jackson, MS 39211

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Wealthview Capital, LLC Brokerage Details

Total Assets Under Management

$270,476,112

MS Average: $479,240,389
Total Number of Employees

6

MS Average: 11
Total Number of Accounts

536

MS Average: 582
Average Account Size

$504,620

MS Average: $823,437

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

2020 - Present (4 years)

Wealthview Capital, LLC

2020 - Present (4 years)

Jackson State University

2018 - Present (6 years)

Security And Analytics LLC

2007 - 2017 (10 years)

Jackson State University

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

Brandon Bergeron
Jackson, MS
Samuel Taylor
Jackson, MS
Gordon Skelton
Jackson, MS

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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