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Victoria Viefhaus

20 Years of Experience
Saint Louis, MO
Broker

Victoria Viefhaus is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Louis, MO, with 20 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

101 S. Hanley Road, Suite 700, Saint Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Victoria works as an associate/employee for Brown Family Wealth Advisors and Mike Brown Financial Group. For each company, she dedicates about half her time to supervisory roles, marketing, compliance, and working with prospects.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2020 - Present · 6 yrs 3 mos
Raymond James Financial Services Advisors, INC
June 2020 - Present · 6 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
March 2011 - June 2020 · 9 yrs 3 mos
UBS Financial Services INC.Broker
March 2011 - June 2020 · 9 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
July 2005 - June 2009 · 3 yrs 11 mos
State Registrations25 states
ALAZCACODEFLGAIAILINKSKYMAMNMONCNENVNYOKPATXVAWAWI
AdvisorBrokerBoth

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.