Richard
Nottingham
Wealthtrak Advisors
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About this Advisor
Richard Nottingham is a chartered financial consultant operating out of Virginia Beach, Virginia with 5 years of industry experience. Nottingham is on the advisory team at Wealthtrak Advisors. Their career trajectory has included roles at Cape Financial, Inc, Lincoln Financial Securities Corporation and Wealthtrak Capital Management, LLC. Nottingham maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Wealthtrak Advisors is a business operating out of Virginia Beach, VA. It controls $121 million in assets under management across its 618 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 618 client accounts, 16% belong to high-net-worth clients who have at least $1 million in assets. Wealthtrak Advisors has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually depend on which services the firm provides the client. Fees billed by Wealthtrak Advisors most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthtrak Advisors Brokerage Details
$121,166,349
6
618
$196,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Richard Nottingham Work History
Richard has been registered as a financial advisor for 5 years.*
Wealthtrak Capital Management, LLC
Cape Financial, Inc
Lincoln Financial Securities Corporation
*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 Richard Nottingham 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 Wealthtrak Advisors
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
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