Unclaimed Profile

Victor Patrick Wilkerson

BISON ADVISORS, LLC·HARTWELL, Georgia

SIE, Series 7, Series 24, Series 51, Series 52, Series 63, Series 65CFP ChFCClean record24 years registeredBISON ADVISORS, LLC

122 W. FRANKLIN ST., HARTWELL, GA 30643CRD# 2854435Firm CRD# 299805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Victor Patrick Wilkerson · HARTWELL, GA

Registration

CRD #2854435 · BISON ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

BISON WEALTH, LLC

Nov 2021 – present

BISON WEALTH, LLC

Oct 2024 – Mar 2025

ATLANTA, GA

CAPE INVESTMENT ADVISORY, INC.

Feb 2019 – Dec 2021

Woodstock, GA

ADVOCACY WEALTH MANAGEMENT, LLC

Jan 2012 – Dec 2018

ATLANTA, GA

CERTUS INVESTMENT ADVISORS, LLC

Nov 2011 – Sep 2014

ATLANTA, GA

SAGE CAPITAL HOLDINGS, LLC

Mar 2011 – Nov 2013

ATLANTA, GA

SAGE SOUTHEASTERN SECURITIES, INC.

Jun 2010 – Mar 2011

ATLANTA, GA

FIRST LEGACY SECURITIES, LLC

Nov 2007 – Apr 2010

HELENA, AL

FTB ADVISORS, INC.

Feb 2005 – Nov 2007

ALPHARETTA, GA

FTB ADVISORS, INC.

Dec 2003 – May 2004

ALPHARETTA, GA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Nov 2001 – Dec 2003

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 52

Series 63

Series 65

Registration record

First registered · November 19, 2001

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BISON ADVISORS, LLC

CRD 299805 · SEC 801-114547

AUM

$1.2B

Regulatory assets under management

Employees

6,352 client accounts

Services offered by BISON ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 BISON ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Victor Patrick Wilkerson offer?

Victor Patrick Wilkerson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARTWELL, Georgia for a consultation.

What are Victor Patrick Wilkerson's credentials?

Victor Patrick Wilkerson holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Victor Patrick Wilkerson located?

Victor Patrick Wilkerson is based in HARTWELL, Georgia, working with BISON ADVISORS, LLC. Their office serves clients in the HARTWELL metropolitan area and surrounding communities.

How does Victor Patrick Wilkerson charge for services?

Victor Patrick Wilkerson'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 BISON ADVISORS, LLC?

BISON ADVISORS, LLC has approximately 39 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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