VD
VD

Victoria Dickerson

28 Years of Experience
Delray Beach, FL
Sells Insurance

Victoria Dickerson is a registered investment advisor at Fmsa, based in Delray Beach, FL, with 28 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,291 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,291 clients
Average Client Portfolio
$168K average
Assets Under Management
$216.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K1.98%
$250K - $750K1.50%
$750K - $1000K1.25%
$1M+1.00%

Fees are negotiable for accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Delray Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Victoria works as an agent selling fixed insurance products since 2017. This activity is not investment-related and takes nearly full-time.

Employment History
Current Registrations
Fmsa
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Allstate Financial Advisors, LLC
November 2018 - March 2025 · 6 yrs 4 mos
Allstate Financial Services, LLCBroker
November 2018 - March 2025 · 6 yrs 4 mos
Royal Alliance Associates, INC.
July 2018 - December 2018 · 5 mos
Royal Alliance Associates, INC.Broker
March 2017 - December 2018 · 1 yr 9 mos
N.I.S. Financial Services, INC.Broker
July 1997 - March 2017 · 19 yrs 8 mos
State Registrations1 state
LA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.