Vivian
Villers

Spc

CRD#1274388
Investment Advisor
in Northbrook, IL

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About this Advisor

Vivian Villers is a certified financial planner who works out of Northbrook, Illinois who has 25 years of relevant experience. Villers is on the advisory team at Spc. Over the course of their career, Villers has held roles at Sigma Financial Corporation and Sigma Planning Corp. Villers maintains a Series 63 license, qualifying them as a securities agent, and is registered to operate in Arizona, Georgia, Illinois, Indiana, Missouri, Ohio, Texas and Washington. Spc is an advisory firm based in Ann Arbor, MI. It has offices in 426 locations and a total of 610 people on staff. It handles $6 billion in total assets across its 34,594 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 34,594 customer accounts, just 8% are held by high-net-worth individuals who have more than $1 million in investable assets. Spc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which service is provided. Fees charged by Spc likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

910 Skokie Blvd. Suite 102
Northbrook, IL 60062

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

IL Average: $943,424,332
Total Number of Employees

610

IL Average: 21
Total Number of Accounts

34,594

IL Average: 1,586
Average Account Size

$172,407

IL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Vivian Villers Work History

Vivian has been registered as a financial advisor for 25 years.*

1998 - Present (26 years)

Sigma Planning Corp

1991 - Present (33 years)

Sigma Financial Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Vivian Villers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spc

Jeremy Fortin
Englewood, CO
Phillip Mekas
Ann Arbor, MI
Justin Mccolaugh
Cincinnati, OH
Chad Hyllested
Colorado Springs, CO
Dennis Starbuck
Ann Arbor, MI
Robert Wojcik
Madison, MS
Richard Colleoni
Mansfield, TX
Matthew Glickenhaus
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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