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).
Total Assets Under Management41MILLION
Total Number of Accounts201ACCOUNTS
Average Account Value$205,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Terry Vandelinde (CRD# 1146594) is an Investment Advisor Representative working at Vip Planners, Inc. in Roanoke, VA and has over 33 years of experience in the finance industry.