Victor Wilkerson (CRD# 2854435) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 25 years of experience in the finance industry. Victor Wilkerson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bison Advisors, LLC | Hartwell, GA | Nov 2021 - Current | 2 |
| Armis Strategies | Hartwell, GA | Nov 2021 - Current | 2 |
| Trinity Street Financial | Woodstock, GA | May 2021 - Current | 2 |
| American Global Wealth Management, Inc. | Mcdonough, GA | Dec 2019 - Current | 4 |
| Cape Securities | Mcdonough, GA | Feb 2019 - Nov 2021 | 2 |
| Cape Investment Advisory | Mcdonough, GA | Feb 2019 - Nov 2021 | 2 |
| Advocacy Wealth Management | Atlanta, GA | Jul 2011 - Dec 2018 | 7 |
| Sage Capital Holdings, LLC | Atlanta, GA | Jul 2011 - Oct 2015 | 4 |
| Sage Southeastern Securities, Inc. | Atlanta, GA | Mar 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
| S63 | Uniform Securities State Law Examination | Apr 2019 |
- AL
- GA
- SC
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Total Assets Under Management1,157MILLIONS
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Total Number of Accounts6,352ACCOUNTS
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Average Account Value$182,145
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, CA, FL, GA, IA, ID, IL, LA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA
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