Victor Patrick Wilkerson
Nessuna posizione attualmente
Profilo
Mr. Victor P.
Wilkerson is a Founding Partner at Advocacy Wealth Management LLC.
He currently serves as one of Advocacy's managing partners.
His skills in institutional investment management, comprehensive financial planning, and understanding client’s needs has helped the Advocacy team build a firm with more than $500 million in assets under management.
Over the last 18 years in the financial services industry, Mr. Wilkerson gained experience in multiple positions and disciplines ranging from staff accountant for a Credit Union to institutional retirement planning at Benmark Financial Services.
While at Benmark Financial Services, he led the a team of consultants in building a $250 million retirement planning group with clients such as Fulton County Georgia, and the Association of County Commissioners of Georgia.
Mr. Wilkerson is a graduate of The University of Georgia and has professional designations including Certified Financial Planner and The Chartered Life Underwriter and Chartered Financial Consultant from the American College.
Precedenti posizioni note di Victor Patrick Wilkerson
| Società | Posizione | Fine |
|---|---|---|
Advocacy Wealth Management LLC
 Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys. | Gestore di Portafoglio-Azioni | 01/12/2018 |
Reliance Financial Corp.
 Reliance Financial Corp. Finance/Rental/LeasingFinance Part of Fidelity National Information Services, Inc., Reliance Financial Corp. is a company that provides private lending services. The company is based in Atlanta, GA. Reliance Financial was acquired by FIS Wealth Management Services, Inc. on July 16, 2014 for $110 million. The CEO of the company is James T. Maxwell. | Corporate Officer/Principal | - |
First Tennessee Bank Asset Management
 First Tennessee Bank Asset Management Investment ManagersFinance Founded in 1977, First Tennessee Bank Asset Management is a subsidiary of First Tennessee Bank NA and their ultimate parent is First Horizon National Corp. (NYSE: FHN). The firm is located in Memphis, Tennessee and has additional offices in Chattanooga and Knoxville. | Corporate Officer/Principal | - |
Formazione di Victor Patrick Wilkerson
| University of Georgia | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 3 |
|---|---|
First Tennessee Bank Asset Management
First Tennessee Bank Asset Management Investment ManagersFinance Founded in 1977, First Tennessee Bank Asset Management is a subsidiary of First Tennessee Bank NA and their ultimate parent is First Horizon National Corp. (NYSE: FHN). The firm is located in Memphis, Tennessee and has additional offices in Chattanooga and Knoxville. | Finance |
Reliance Financial Corp.
Reliance Financial Corp. Finance/Rental/LeasingFinance Part of Fidelity National Information Services, Inc., Reliance Financial Corp. is a company that provides private lending services. The company is based in Atlanta, GA. Reliance Financial was acquired by FIS Wealth Management Services, Inc. on July 16, 2014 for $110 million. The CEO of the company is James T. Maxwell. | Finance |
Advocacy Wealth Management LLC
Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys. | Finance |
- Borsa valori
- Insiders
- Victor Patrick Wilkerson
