Advisors at this firm
Tyson R
Series 65
Jackson, MS
Wealthview Capital, LLC
Tyson Rutland is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding a Series 65 designation. He has been with Wealthview Capital since 2025. Prior to joining the firm, his work experience includes roles at Mississippi State University and MCR Safety. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm employs a strategic and tactical asset allocation approach grounded in Modern Portfolio Theory and Active Indexing, managing approximately $287 million in client assets with a focus on broad diversification and discretionary portfolio management.
Samuel T
Series 63, Series 65
Jackson, MS
Wealthview Capital, LLC
Samuel Taylor is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wealthview Capital since 2009. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm uses a strategic and tactical asset allocation approach based on Modern Portfolio Theory and Active Indexing, managing approximately $287 million in client assets primarily on a discretionary basis.
Jacob R
Series 63, Series 65
Jackson, MS
Wealthview Capital, LLC
Jacob Ryan is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience, with prior roles at Northwestern Mutual and Nicholas Jude Fiorito. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm employs an investment approach based on Modern Portfolio Theory and Active Indexing, focusing on strategic asset allocation, broad diversification, and discretionary portfolio management.
Lawrence T
Series 65
Jackson, MS
Wealthview Capital, LLC
Lawrence Tuskey Jr. is a financial advisor at Wealthview Capital, LLC with a Series 65 designation and five years of industry experience. Prior to joining Wealthview Capital in 2021, he worked at Pan-American Life Insurance Group and BrownGreer PLC. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm focuses on strategic and tactical asset allocation using an Active Indexing philosophy and offers comprehensive wealth management, financial planning, discretionary asset management, and fiduciary consulting.