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Featured Business Financial Advisor in Athens, GA
Athens Financial Advisors
Vickery Financial Services
190 Hawthorne Park
Athens, GA 30606
(706) 372-6435
“Guidance and leadership to help you achieve your dreams.”
Advisor Profile
Clark Brown
Name:  Clark Brown
Phone Number:  (706) 372-6435
Website:  Visit Website
Disclosure Link:
http://vickeryfinancial.com/...
Disclaimer
Vickery Financial Services, Inc. is an SEC- registered investment adviser.

About Vickery Financial Services

Vickery Financial Services, Inc. is an independent wealth
management firm located in Athens, Georgia. Chuck Vickery
founded VFS in 1982 to provide investment advice that would help
his clients make smart decisions with their money. While many
things have changed since 1982, the core principles of VFS have
remained the same.

Everyone wants to have enough money to live well, but what do
you really want to achieve with your wealth? What are your hopes
and dreams?

At Vickery Financial, our goal is to put the power of markets on
your side to help you manage and grow your wealth.

We invite you to learn more about our background and experience,
and welcome you to sit down with us for a meeting to get to know
us in person.
 

General Information

CRD#:    1536078
Firm CRD#:    149713
SEC File#:    801-77776
Name of Custodial Firm:    Schwab, Pershing, Fidelity and TDAmeritrade
States Licensed in:    GA
States Willing to do Business in:    Arnoldsville,Athens,Auburn,Bethlehem,Bishop,Bogart,Braselton,Colbert,Comer,Commerce,Crawford,Danielsville,Farmington,Good Hope,Hoschton,Hull,Jefferson,Lexington,Madison,Maysville,Monroe,Nicholson,Pendergrass,Rutledge,Social Circle,Statham,Stephens,Talmo,Union Point,Watkinsville,Winder,Winterville
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    2
Work Experience:    Vickery Financial Services - Practice Group
Leader & Wealth Strategist
Cannon Financial Institute - Adjunct Faculty
Bank of America - VP Private Banking
City National Bank - VP Investment Management &
Trust Services
Security Pacific Bank - VP Senior
Investment Officer
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Investment Portfolio Management
I can meet clients in the following ways:    At my office, At your home, Via phone, At your office, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Wealth Strategist
Securities Licenses:    Series 65, Series 63
 

Firm Information

Firm's Number of Clients:    550
Firm's Number of Planning Clients:    550
Firm's Number of Managed Clients:    550
Assets Managed by Firm:    $180,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Hourly, Flat Fee, Based on Assets
 
 
 
Prepared By: Clark Brown

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