Anne Volk (CRD# 7307892) is an Investment Advisor Representative working at Vicus Capital, Inc. in Bethlehem, PA and has 1 year of experience in the finance industry.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1261791
Janney Montgomery Scott LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Oct 2023 - Current | < 1 |
| Vicus Capital - Crd # 116021 | State College, PA | Jun 2023 - Current | < 1 |
| Marmaras & Smith LLC | Bethlehem, PA | Nov 2020 - Current | 3 |
| Arbonne Consultant | Bethlehem, PA | Jan 2019 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2020 - Sep 2023 | 2 |
| Coughlin's Law Kitchen & Ale House | Pittsburgh, PA | Apr 2020 - Oct 2020 | < 1 |
| Estreet Appraisal Management | Wexford, PA | Feb 2020 - Oct 2020 | < 1 |
| Unemployed | Pittsburgh, PA | Jul 2019 - Feb 2020 | < 1 |
| Pittsburgh Cultural Trust | Pittsburgh, PA | May 2019 - Jul 2019 | < 1 |
| University Of Pittsburgh | Pittsburgh, PA | Aug 2015 - Jul 2019 | 3 |
| Moravian Academy | Bethlehem, PA | Sep 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2024 |
- PA
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Total Assets Under Management2,255MILLIONS
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Total Number of Accounts8,430ACCOUNTS
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Average Account Value$267,441
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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