Charles Vickery is a ChFC-designated registered investment advisor, based in Athens, GA, with 18 years of industry experience.
Location
2500 Daniells Bridge Rd, Building 200, Suite 2B, Athens, GA, 30606
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles has been involved in life and health insurance sales since 1969, servicing new and existing clients. This activity requires minimal time.
Employment History
Previous Registrations
Elevate Wealth Advisory, INC.
June 2009 - December 2025 · 16 yrs 6 mos
Fsc Securities Corporation
June 2007 - January 2014 · 6 yrs 7 mos
State Registrations2 states
GATX
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.