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Business Profile

Financial Planning Consultants

WealthTrak Advisors
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(757) 523-1250Write a Review

About

Overview

WealthTrak Advisors

272 Bendix Rd Ste 130

Virginia Beach, VA 23452-1380

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM

BBB Accreditation & Rating

WealthTrak Advisors is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

BBB Accredited Since: 7/15/1996

Years in Business: 34

Business Details

Local BBB:
BBB of Greater Hampton Roads
BBB File Opened:
3/26/1993
Business Started:
6/1/1991
Business Incorporated:
6/1/1991
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Purshe Kaplan Sterling Investments
WealthTrak Capital Management, LLC
Business Management:
Mr. R Chris Whited, Managing Partner
Holly Rice, Director of Firm Operations

Additional Contact Information

Principal Contacts
Mr. R Chris Whited, Managing Partner
Customer Contacts
Mr. R Chris Whited, Managing Partner
Holly Rice, Director of Firm Operations

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of S3803444 for this business, issued by State Corporation Commission - Virginia

State Corporation Commission - Virginia

Tyler Building, 1300 E. Main St.

Richmond VA 23219

804-3719967

BBB records show a license number of 160057 for this business, issued by Securities & Retail Franchising Divison- VA SCC

Securities & Retail Franchising Divison- VA SCC

1300 E. Main St., 9th Floor

Richmond VA 23219

804-3719051

Additional Information

Business Categories
Financial Planning Consultants

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