Phyllis
Pearl

Vicus Capital, Inc

CRD#1451682
Investment Advisor
in Marlton, NJ

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About this Advisor

Phyllis Pearl is a certified financial planner working in Marlton, New Jersey with 17 years of relevant experience. Pearl is currently employed by Vicus Capital, Inc. Over the course of their career, they have held roles at Walnut Street Securities, Camden County, Schwartz Financial Associates, Inc, Vicus Capital, Inc (Formerly Pfg Financial Advisors) and Cetera Advisor Networks LLC. Pearl has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Vicus Capital, Inc is a registered investment firm based in State College, PA. The company has offices in 40 locations and a total of 87 advisors. It oversees $2 billion in total assets across its 8,080 accounts, placing it among the largest firms in the nation by assets under management. The firm advises two charities and foundations. Of its 8,080 accounts, 30% are associated with high-net-worth individuals who have at least $1 million in assets. Vicus Capital, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services vary depending on which service is provided. Fee types billed by Vicus Capital, Inc may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

The Atriums At Greentree 701 Route 73 North, Suite 6
Marlton, NJ 08053

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,014,773,022

NJ Average: $15,833,994,310
Total Number of Employees

87

NJ Average: 41
Total Number of Accounts

8,080

NJ Average: 3,342
Average Account Size

$249,353

NJ Average: $4,737,880

Investment Advisory Services

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

Phyllis Pearl Work History

Phyllis has been registered as a financial advisor for 17 years.*

2013 - Present (11 years)

Cetera Advisor Networks LLC

2006 - Present (18 years)

Vicus Capital, Inc (Formerly Pfg Financial Advisors)

2004 - Present (20 years)

Schwartz Financial Associates, Inc

2002 - Present (22 years)

Camden County

2003 - 2013 (10 years)

Walnut Street Securities

*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 Phyllis Pearl 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 Vicus Capital, Inc

Robert Hinson
State College, PA
Keith Behrmann
Bridgewater, NJ
Brae Beggs
New York, NY
Travis Drown
Columbia, MD
Julie Ralston
State College, PA
Amy Sanor
State College, PA
David Rosenblatt
State College, PA
Aaron Soden
Lakewood, PA

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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