Victor Sze
Victor Sze is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Suwanee, GA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1215 Satellite Blvd., Suwanee, GA, 30024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Victor is a director for two non-profit organizations, Hui Tz Inc and Ji Gong LLC. He is also an officer/CEO for KBH Capital LLC (rental real estate), an agent for a non-variable insurance company, and an owner of Sze Enterprises, LLC (support company), dedicating about 10-20% of his time to each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
J.C. Bradford & CO.Broker
State Registrations5 states
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