Danielle Gollehon (CRD# 7596757) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Aberdeen, NC and has 1 year of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4455033
Charles Schwab & Company, Inc.
CRD# 5377749
Wealthshield Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtue Capital Management, LLC | Brentwood, TN | Jul 2022 - Current | 1 |
| Jg Financial Consulting | Aberdeen, NC | Jun 2022 - Current | 1 |
| Thompson Greenspon | Fairfax, VA | Aug 2019 - May 2022 | 2 |
| Ohio State University | Columbus, OH | Aug 2017 - Aug 2019 | 2 |
| George Washington University | Washington, DC | Aug 2016 - Jun 2017 | < 1 |
| Student | Aberdeen, NC | Jan 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- NC
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Total Assets Under Management787MILLIONS
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Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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