Vickery Financial Services, Inc. is an independent wealth
management firm located in Athens, Georgia. Chuck Vickery
founded VFS in 1982 to provide investment advice that would help
his clients make smart decisions with their money. While many
things have changed since 1982, the core principles of VFS have
remained the same.
Everyone wants to have enough money to live well, but what do
you really want to achieve with your wealth? What are your hopes
At Vickery Financial, our goal is to put the power of markets on
your side to help you manage and grow your wealth.
We invite you to learn more about our background and experience,
and welcome you to sit down with us for a meeting to get to know
us in person.
|Firm Start Year:||1982|
|Name of Custodial Firm:||Schwab, Pershing, Fidelity and TDAmeritrade|
|States Licensed in:||GA|
|Number of Years with Current Firm:||2|
Vickery Financial Services - Practice Group |
Leader & Wealth Strategist
Cannon Financial Institute - Adjunct Faculty
Bank of America - VP Private Banking
City National Bank - VP Investment Management &
Security Pacific Bank - VP Senior
|I work with the following types of clients:||Businesses , Non-Profit Organizations , Individual Investors|
|Investment Types:||Investment Portfolio Management|
|Qualifications & Memberships|
|Firm's Number of Clients:||550|
|Firm's Number of Planning Clients:||550|
|Firm's Number of Managed Clients:||550|
|Assets Managed by Firm:||$180,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Flat Fee , Based on Assets , Hourly|
|Organization:||Cannon Financial Institute Athens, GA|
|Duration :||Jan 2012-Dec 2016|
|BS Business Administration||
University of Southern California - Los Angeles, CA
Vickery Financial Services, Inc. is an SEC- registered investment adviser.
Clark is a recognized thought leader in the wealth management industry. He has consistently advocated that advisers must always put the client’s best interest first and serve their clients as a fiduciary.
Clark began his career in 1986. His experiences include advising individuals, families and businesses. Clark spent nearly twenty years advising financial institutions on how to best serve their clients by putting their clients best interests first.
Clark is a Certified Wealth Strategist and Certified Wealth Mentor. Clark has earned a BA in Business Administration from the University of Southern California.
Clark lives with his wife of 30 years in Athens, GA. They have raised three wonderfully talented children.
Financial Advice & Consulting
Retirement Planning, Financial Planning, Investment Planning and Investment Portfolio Management, Risk Management, Social Security Planning, Financial Coaching, Business Succession Planning, Trust & Estate Planning, and Tax Planning
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|