Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Patrick Wilkerson is a financial advisor with over 20 years of experience in the industry. Victor is currently registered with Bison Wealth, LLC and Bison Advisors in the states of Georgia, Alabama, and South Carolina. Victor holds the Series 7, 24, 51, 52, 63, and 65 licenses. Victor has extensive experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Victor is a Certified Financial Planner and a Chartered Financial Consultant. Victor is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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GA
10/21/2024 - Present
Bison Wealth, LLC (ATLANTA GA)
GA
12/04/2019 - 12/31/2023
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (MCDONOUGH GA)
GA
02/13/2019 - 12/31/2021
CAPE SECURITIES INC. (MCDONOUGH GA)
GA
03/02/2010 - 10/22/2015
CERTUSSECURITIES, INC. (ATLANTA GA)
AL
11/26/2007 - 06/25/2010
FIRST LEGACY SECURITIES, LLC (HELENA AL)
GA
12/11/2003 - 11/26/2007
FIRST TENNESSEE BROKERAGE, INC. (ALPHARETTA GA)
CA
01/10/2000 - 12/03/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
OH
10/02/1997 - 12/31/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MI
03/05/1997 - 06/26/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 04/05/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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