James
Mc Kennon

Virtue Capital Management, LLC

CRD#328785
Investment Advisor
in Brookhaven, MS

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About this Advisor

James Mc Kennon is a financial advisor operating in Brookhaven, Mississippi with 3 years of industry experience. Mc Kennon is an advisor for Virtue Capital Management, LLC. The advisor has gained experience at Wrp Investments, Brookstone Capital Management, Money Mgt Inc and Virtue Capital Management. Mc Kennon holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Mississippi. Virtue Capital Management, LLC is a financial advisory company based out of Brentwood, TN. The investment advisory business has offices in 98 locations and a total of 133 financial advisors. It administers $941 million in total assets across its 8,035 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 8,035 accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. Virtue Capital Management, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees largely are based on which service is provided. Fees charged by Virtue Capital Management, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

108 E. Monticello St.
Brookhaven, MS 39601

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$941,394,286

MS Average: $730,596,643
Total Number of Employees

133

MS Average: 15
Total Number of Accounts

8,035

MS Average: 968
Average Account Size

$117,162

MS Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

James Mc Kennon Work History

James has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Virtue Capital Management

2015 - Present (9 years)

Money Mgt Inc

2013 - 2020 (7 years)

Brookstone Capital Management

2011 - 2013 (2 years)

Wrp Investments

*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 James Mc Kennon 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 Virtue Capital Management, LLC

Kevin Smith
Orlando, FL
Timothy Mathieu
Brentwood, TN
Thomas Davis
Brentwood, TN
Donald Stanley
Brentwood, TN
Danny Miller
Pompano Beach, FL
Robert Zeiner
Jacksonville, FL
Steven Sabo
Butler, PA
Justin Barwick
Saint Louis, MO

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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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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