Vickery Financial Services, Inc.

Vickery Financial Services, Inc. (CRD# 149713) is a financial advisory firm headquartered in Athens, GA. They manage $166,243,526 in 1,428 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $116,417
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, NH, SC, TX

Financial Advisors at Vickery Financial Services, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Robert M. Fezekas
CRD#: 2972284
190 Hawthorne Park, Athens, GA 30606
96
Wealthminder
score

Robert Fezekas (CRD# 2972284) is an Investment Advisor Representative working at Vickery Financial Services, Inc. in Athens, GA and has over 18 years of experience in the finance industry.

2
Cynthia D. Rosso
CRD#: 5021755
190 Hawthorne Park, Athens, GA 30606
96
Wealthminder
score

Cynthia Rosso (CRD# 5021755) is an Investment Advisor Representative working at Vickery Financial Services, Inc. in Athens, GA and has over 8 years of experience in the finance industry. Cynthia Rosso 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.

3
Charles J. Vickery
CRD#: 454591
190 Hawthorne Park, Athens, GA 30606
96
Wealthminder
score

Charles Vickery (CRD# 454591) is an Investment Advisor Representative working at Vickery Financial Services, Inc. in Athens, GA and has over 34 years of experience in the finance industry.

4
Clark D. Brown
CRD#: 1536078
190 Hawthorne Park, Athens, GA 30606
93
Wealthminder
score

Clark Brown (CRD# 1536078) is an Investment Advisor Representative working at Vickery Financial Services, Inc. in Athens, GA and has over 28 years of experience in the finance industry.

5
Clarke C. Holt
CRD#: 3206937
190 Hawthorne Park, Athens, GA 30606
93
Wealthminder
score

Clarke Holt (CRD# 3206937) is an Investment Advisor Representative working at Vickery Financial Services, Inc. in Athens, GA and has over 17 years of experience in the finance industry.

6
Dwight D. Langley
CRD#: 2840337
190 Hawthorne Park, Athens, GA 30606
93
Wealthminder
score

Dwight Langley (CRD# 2840337) is an Investment Advisor Representative working at Vickery Financial Services, Inc. in Athens, GA and has over 10 years of experience in the finance industry.

7
David M. Jenkins
CRD#: 6456564
190 Hawthorne Park, Athens, GA 30606
88
Wealthminder
score

David Jenkins (CRD# 6456564) is an Investment Advisor Representative working at Vickery Financial Services, Inc. in Athens, GA and has 1 year of experience in the finance industry.

8
Deanna L. Bloom
CRD#: 4708174
190 Hawthorne Park, Athens, GA 30606
81
Wealthminder
score

Deanna Bloom (CRD# 4708174) is an Investment Advisor Representative working at Vickery Financial Services, Inc. in Athens, GA and has over 12 years of experience in the finance industry.

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