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Charles Jackson Vickery

VICKERY FINANCIAL SERVICES, INC.·ATHENS, Georgia
Clean recordVICKERY FINANCIAL SERVICES, INC.
190 HAWTHORNE PARK, ATHENS, GA 30606CRD# 454591Firm CRD# 149713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Jackson Vickery · ATHENS, GA
Registration
CRD #454591 · VICKERY FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Jackson Vickery is a registered financial advisor based in ATHENS, Georgia, affiliated with VICKERY FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ELEVATE WEALTH ADVISORY, INC.
ELEVATE WEALTH ADVISORY, INC.
AUM
$314M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ELEVATE WEALTH ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 454591
Firm CRD# 149713
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Jackson Vickery offer?
Charles Jackson Vickery specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.
What are Charles Jackson Vickery's credentials?
Charles Jackson Vickery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Jackson Vickery located?
Charles Jackson Vickery is based in ATHENS, Georgia, working with VICKERY FINANCIAL SERVICES, INC.. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Charles Jackson Vickery charge for services?
Charles Jackson Vickery's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VICKERY FINANCIAL SERVICES, INC.?
VICKERY FINANCIAL SERVICES, INC. has approximately 11 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VICKERY FINANCIAL SERVICES, INC.

Cynthia Deanne Rosso
ATHENS, GA

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Research
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