Vip Planners, Inc.

Vip Planners, Inc. (CRD# 111946) is a financial advisory firm headquartered in Roanoke, VA. They manage $41,236,695 in 201 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $205,158
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
  • Publication of periodicals or newsletters
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.

VA

Financial Advisors at Vip Planners, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Terry L. Vandelinde
CRD#: 1146594
1502 Franklin Rd., Sw, Roanoke, VA 24016
66
Wealthminder
score

Terry Vandelinde (CRD# 1146594) is an Investment Advisor Representative working at Vip Planners, Inc. in Roanoke, VA and has over 34 years of experience in the finance industry.

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