Enrico A Tolson
Investment adviser representative at Virtue Capital Management, LLC
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Lifemark Securities Corp.Apr 2026 to now
- Virtue Capital Management, LLCApr 2026 to now
- The Financial ArchitectsDec 2024 to now
- Independent Insurance AgentApr 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Apr 2024
- AXA AdvisorsJul 2019 to Sep 2019
- UnemployedMay 2019 to Jul 2019
- Lincoln Financial GroupAug 2018 to May 2019
- WalmartJul 2018 to Aug 2018
- California State University San BernardinoSep 2017 to Aug 2018
- Lincoln Financial GroupJun 2017 to Sep 2017
- California State University San BernardinoSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Virtue Capital Management, LLC
$1.3BAssets managed
5,770Clients
86Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6821550
- Firm CRD
- 167816