Victoria Sullivan, financial advisor Greenville SC
90 score

Victoria Sullivan

CRD Number: 6081556
Current Firm: Sandlapper Wealth Management, LLC

Victoria Sullivan (CRD# 6081556) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in Greenville, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sandlapper Wealth Management, LLC Cincinnati, OH Jan 2015 - Current 1
Sandlapper Securities, LLC Greenville, SC Jun 2014 - Current 2
Colony Park Financial Cincinnati, OH Jun 2012 - Dec 2014 2
Dermatology And Skin Care Assoc. Mason, OH May 2010 - Jun 2012 2
Leicester Royal Infirmary Leicester, Feb 2005 - Apr 2010 5
University Of Wales Swansea, Sep 2005 - Jun 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Victoria C. Sullivan
Phone Number: 864-679-4701
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    891
    ACCOUNTS
  • Average Account Value
    $161,306
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, GA, HI, IL, KY, LA, MD, MN, MO, NC, ND, NH, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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