Victor Sze, financial advisor Suwanee GA
93 score

Victor Sze

CRD Number: 3089381
Current Firm: Raymond James Financial Services Advisors, Inc.

Victor Sze (CRD# 3089381) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Suwanee, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Suwanee, GA Jan 2009 - Current 7
Kbh Capital LLC Suwanee, GA Aug 2004 - Current 12
Sze Enterprises, LLC Suwanee, GA Jul 2004 - Current 12
Sze And Associates, LLC Suwanee, GA May 2001 - Current 15
Self-employed Health Ins Suwanee, GA May 2001 - Current 15
Self-employed Life Ins Suwanee, GA May 2001 - Current 15
Non-variable Insurance Suwanee, GA May 2001 - Current 15
Raymond James Financial Services Suwanee, GA Sep 1999 - Current 17
Best Home Mortgages, Inc. Suwanee, GA May 2001 - Jan 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Victor K. Sze
Phone Number: 727-567-5877
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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