Hannah
Vickery
Assetbuilder, Inc
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About this Advisor
Hannah Vickery is a financial advisor based out of Plano, Texas with a total of 2 years of relevant experience. Vickery is currently employed by Assetbuilder, Inc. During their career, Vickery has held roles at Canyon Creek Baptist Church, Leadership Alternative, LLC, Dallas Baptist University, Mims Accounting, Mosel & Ginn Pllc and Assetbuilder, Inc. Vickery maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Texas. Assetbuilder, Inc is an advisory business based out of Plano, TX. It administers $677 million in assets under management across its 1,965 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves three charitable organizations. Of its 1,965 customer accounts, 29% are held by high-net-worth individuals who have more than $1 million in assets. The firm offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on the type of financial services provided. Fee types billed by Assetbuilder, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assetbuilder, Inc Brokerage Details
$676,849,406
9
1,965
$344,453
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Hannah Vickery Work History
Hannah has been registered as a financial advisor for 2 years.*
Assetbuilder, Inc
Mosel & Ginn Pllc
Mims Accounting
Leadership Alternative, LLC
Dallas Baptist University
Dallas Baptist University
Canyon Creek Baptist Church
Dallas Baptist University
*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 Hannah Vickery 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 Assetbuilder, Inc
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
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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