Richard
Nottingham
Wealthtrak Advisors
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About this Advisor
Richard Nottingham is a financial advisor based in Virginia Beach, Virginia, working with Wealthtrak Advisors. Richard has previously held positions at Cape Financial, Inc, Lincoln Financial Securities Corporation, and Wealthtrak Capital Management, LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Richard is part of Wealthtrak Advisors, which operates out of Virginia Beach, Virginia. The firm has 6 employees and manages assets totaling $140.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wealthtrak Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthtrak Advisors Brokerage Details
$140,632,993
6
673
$208,964
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
Wealthtrak Capital Management, LLC
Cape Financial, Inc
Lincoln Financial Securities Corporation
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
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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