Anne
Volk
Vicus Capital, Inc
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About this Advisor
Anne Volk is a financial advisor based in Bethlehem, Pennsylvania, working with Vicus Capital, Inc. Anne has previously held positions at Moravian Academy, University Of Pittsburgh, Pittsburgh Cultural Trust, Estreet Appraisal Management, Coughlin's Law Kitchen & Ale House, Marmaras & Smith LLC, Vicus Capital - Crd # 116021, Arbonne Consultant, and Cetera Advisor Networks LLC. Anne has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Anne is part of Vicus Capital, Inc, which operates out of Bethlehem, Pennsylvania. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vicus Capital, Inc Brokerage Details
$2,254,526,552
87
8,430
$267,441
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Anne Volk Work History
Vicus Capital - Crd # 116021
Cetera Advisor Networks LLC
Marmaras & Smith LLC
Arbonne Consultant
Estreet Appraisal Management
Coughlin'S Law Kitchen & Ale House
Cetera Advisor Networks LLC
Pittsburgh Cultural Trust
University Of Pittsburgh
Moravian Academy
Disclosures
Please visit the SEC profile of Anne Volk 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
Rochester, NY
State College, PA
State College, PA
Columbia, MD
Westlake Village, CA
State College, PA
Bethlehem, PA
State College, PA
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