Danielle
Gollehon
Virtue Capital Management, LLC
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About this Advisor
Danielle Gollehon is a financial advisor based out of Aberdeen, North Carolina with a total of 1 year of industry experience. Gollehon currently works for Virtue Capital Management, LLC. Over the course of their career, they have held roles at Virtue Capital Management, LLC, George Washington University, Ohio State University, Student, Thompson Greenspon and Jg Financial Consulting. Gollehon maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in North Carolina. Virtue Capital Management, LLC is a firm operating out of Brentwood, TN. The investment advisory business has offices in 98 locations and a total of 133 advisors. It handles $941 million in assets among its 8,035 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 8,035 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. Virtue Capital Management, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice typically vary depending on the services provided. However, fee types charged by Virtue Capital Management, LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$941,394,286
133
8,035
$117,162
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Danielle Gollehon Work History
Danielle has been registered as a financial advisor for 1 years.*
Virtue Capital Management, LLC
Jg Financial Consulting
Thompson Greenspon
Ohio State University
George Washington University
Student
*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 Danielle Gollehon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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