Vicus Capital, Inc.

Vicus Capital, Inc. (CRD# 116021) is a financial advisory firm headquartered in State College, PA. They manage $1,860,440,628 in 5,952 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,860
    MILLION
  • Total Number of Accounts
    5,952
    ACCOUNTS
  • Average Account Value
    $312,574
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
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.

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

Financial Advisors at Vicus Capital, Inc.
Showing 1 - 10 of 80 top financial advisors.
1
Vincent B. Anderson
CRD#: 845206
Erie, PA

Vincent Anderson (CRD# 845206) is an Investment Advisor Representative working at Vicus Capital, Inc. in Erie, PA and has over 24 years of experience in the finance industry.

2
Michael C. Assad
CRD#: 4651897
3101 Emrick Blvd, Suite 315, Bethlehem, PA 18020

Michael Assad (CRD# 4651897) is an Investment Advisor Representative working at Vicus Capital, Inc. in Bethlehem, PA and has over 18 years of experience in the finance industry.

3
Brae A. Beggs
CRD#: 7116431
1697 Broadway, Suite 400, New York, NY 10019

Brae Beggs (CRD# 7116431) is an Investment Advisor Representative working at Vicus Capital, Inc. in New York, NY and has over 2 years of experience in the finance industry.

4
Gary L. Beveridge
CRD#: 1165486
The Villages, FL

Gary Beveridge (CRD# 1165486) is an Investment Advisor Representative working at Vicus Capital, Inc. in The Villages, FL and has over 4 years of experience in the finance industry.

5
Mark S. Boynton Jr
CRD#: 4460934
3731 Latrobe Drive, Ste 200, Charlotte, NC 28211

Mark Boynton Jr (CRD# 4460934) is an Investment Advisor Representative working at Vicus Capital, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry. Mark Boynton Jr 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.

6
Anthony Briselli
CRD#: 2835153
5006 Trindle Road, Ste 102, Mechanicsburg, PA 17050

Anthony Briselli (CRD# 2835153) is an Investment Advisor Representative working at Vicus Capital, Inc. in Mechanicsburg, PA and has over 24 years of experience in the finance industry.

7
Chad R. Chubb
CRD#: 5794421
111 South Independence Mall East, Suite 500, Philadelphia, PA 19106

Chad Chubb (CRD# 5794421) is an Investment Advisor Representative working at Vicus Capital, Inc. in Philadelphia, PA and has over 10 years of experience in the finance industry. Chad Chubb 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.

8
Denise M. Clelan
CRD#: 1293554
210 Grandview Ave., Ste. 101, Camp Hill, PA 17011

Denise Clelan (CRD# 1293554) is an Investment Advisor Representative working at Vicus Capital, Inc. in Camp Hill, PA and has over 36 years of experience in the finance industry.

9
Douglas R. Clelan
CRD#: 812615
210 Grandview Ave., Ste 101, Camp Hill, PA 17011

Douglas Clelan (CRD# 812615) is an Investment Advisor Representative working at Vicus Capital, Inc. in Camp Hill, PA and has over 25 years of experience in the finance industry.

10
Jeffery J. Closz
CRD#: 4049691
476 Rolling Ridge Drive, Suite 333, State College, PA 16801

Jeffery Closz (CRD# 4049691) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 21 years of experience in the finance industry.

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