Kim Schooley, financial advisor Danville PA

Kim Schooley

CRD Number: 4603979
Current Firm: Vicus Capital, Inc.

Kim Schooley (CRD# 4603979) is an Investment Advisor Representative working at Vicus Capital, Inc. in Danville, PA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Pfg Financial Management Danville, PA Jan 2016 - Current 8
Vicus Capital, Inc. State College, PA Aug 2015 - Current 8
Cetera Advisor Networks LLC El Segundo, CA Aug 2015 - Current 8
Schooley Tax And Accounting Danville, PA Dec 1993 - Current 30
1031 Accomodators, Inc. Danville, PA Dec 1993 - Current 30
Horace Mann Springfield, IL Dec 2010 - May 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
Contact Info for Kim T. Schooley
Phone Number: 855-558-4287
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,255
    MILLIONS
  • Total Number of Accounts
    8,430
    ACCOUNTS
  • Average Account Value
    $267,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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