linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Caroline Churchill

Victory Capital Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Caroline? Claim Your Profile

About Caroline Churchill

Caroline Churchill is a financial professional with over 20 years of experience in the industry. Currently, Caroline is registered with Victory Capital Services, Inc. and holds Series 6, 7, 24, 26, 63 and SIE licenses. Previously, Caroline worked for firms such as JANUS DISTRIBUTORS LLC, VILLANOVA DISTRIBUTION SERVICES, INC. and NATIONWIDE ADVISORY SERVICES, INC. in various roles. Caroline is licensed in California and Colorado.

Firm Information

Caroline Churchill is currently registered with Victory Capital Services, Inc.. Victory Capital Services, Inc. is a corporation formed in June 1994. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Caroline Churchill’s Registration & Firm History

TX

05/22/2014 - Present

Victory Capital Services, Inc. (San Antonio TX)

CO

11/29/2001 - 01/31/2014

JANUS DISTRIBUTORS LLC (DENVER CO)

OH

05/10/2001 - 10/09/2001

VILLANOVA DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

OH

10/22/1999 - 10/01/2001

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

PA

05/20/1998 - 08/30/1999

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Caroline Churchill is right for you?

Licenses & Designations

BC

Issued 07/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2007

Series 24 - General Securities Principal Examination

BC

Issued 08/31/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2006

Series 7 - General Securities Representative Examination

BC

Issued 05/18/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caroline Churchill.
Not sure if Caroline Churchill is right for you?