Unclaimed
Victor Ledoux is a financial advisor who has been in the industry since 2007. Victor is currently a Managing Partner at United Advisor Group, and previously worked at Cambridge Investment Research, Inc., The O.N. Equity Sales Company, and Woodbury Financial Services, Inc. Victor is registered with the state of Tennessee and has passed numerous securities exams, including Series 6, 7, 22, 63, and 65. Victor specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TN
07/19/2023 - Present
United Advisor Group (Franklin TN)
TN
03/31/2021 - 07/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Franklin TN)
TN
06/30/2017 - 03/31/2021
THE O.N. EQUITY SALES COMPANY (Brentwood TN)
TN
07/30/2010 - 07/05/2017
WOODBURY FINANCIAL SERVICES, INC. (BRENTWOOD TN)
TN
01/25/2007 - 08/03/2010
SIGNATOR INVESTORS, INC. (NASHVILLE TN)
IA
Issued 02/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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