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Charles Jackson Vickery

VICKERY FINANCIAL SERVICES, INC.·ATHENS, Georgia
Series 1, Series 24, Series 51, Series 63Clean record19 years registeredVICKERY 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. · 19 years registered
Brand Profile
Not yet started
01

Career History

ELEVATE WEALTH ADVISORY, INC.
Jun 2009 – present
FSC SECURITIES CORPORATION
Jun 2007 – Jan 2014
ATHENS, GA
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 24
Series 51
Series 63
Registration record
First registered · June 11, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELEVATE WEALTH ADVISORY, INC.
CRD 149713 · SEC 801-77776
AUM
$314M
Regulatory assets under management
Employees
11
1,676 client accounts
Services offered by ELEVATE WEALTH ADVISORY, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ELEVATE WEALTH ADVISORY, INC. →
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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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