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Featured Business Financial Advisor in Athens, GA
Athens Financial Advisors
Brown, Fezekas and Jenkins
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 Brown, Fezekas and Jenkins

Brown, Fezekas and Jenkins is a Wealth Management Team with
Vickery Financial Services, Inc.

Vickery Financial is an independent wealth management firm that
has been serving families and businesses in Athens and Northeast
Georgia since 1982.

The Wealth Management Team of Brown, Fezekas and Jenkins
provides Comprehensive Wealth Management advice across 14
critical aspects of your financial life.

We seek to provide planning and advice that will you help
you make smart decisions with your money so you can realize the
things that matter most to you.

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? What do you really want for yourself, your family,
your business, your community and the causes that are most
important to you?

We have found that gaining this level of
understanding with our clients is the most important part
building a lasting relationship where we can consistently add
value along the way.

We invite you to connect with us and learn more about our
philosophy for wealth management, process to deliver results,
the resources you can access through us and our background and
experience. This way you can determine if we are the right
advisers for you. Let's schedule a time sit down together and
get to know each other.
 

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:    3
Work Experience:    Vickery Financial Services - Practice Group
Leader & Wealth Strategist. Cannon Financial
Institute - E.V.P. Consultant. Bank of America -
V.P. Private Banking. City National Bank - V.P.
Investment Management & Trust Services. Security
Pacific Bank - V.P. Senior Investment Officer
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Wealth Strategist
Securities Licenses:    Series 65, Series 63
Non-Financial Organization Memberships:    Athens Rotary
 

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
Advisor's Number of Clients:    75
Advisor's Number of Managed Clients:    75
Advisor's Number of Planning Clients:    75
 

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 and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Flat Fee, Based on Assets, Subscriptions
 
 
 
Prepared By: Clark Brown

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