Vip Planners, Inc.

Vip Planners, Inc. (CRD# 111946) is a financial advisory firm headquartered in Roanoke, VA. They manage $91,921,992 in 387 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1502 Franklin Road, Sw, Roanoke, VA 24016
http://www.vipplanners.com
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $237,525
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
The map below shows states where this firm has explicit registration only.

NC, VA

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

Terry Vandelinde (CRD# 1146594) is an Investment Advisor Representative working at Vip Planners, Inc. in Roanoke, VA and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals