DG
DG

Danielle Ann Gollehon

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
88 advisors
Number of Clients
4,294 clients
Average Client Portfolio
$281K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1K
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Location

150 Magnolia Square Court, Aberdeen, NC, 28315

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Danielle is an employee of JG Financial and assists in the sales and marketing of fixed life insurance, fixed annuities, and health insurance products. This activity is full-time.

Employment History
Current Registrations
Virtue Capital Management, LLC
July 2022 - Present · 3 yrs 7 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Danielle Ann Gollehon - Financial Advisor | TrueAdvisor