Victoria Kizma is a registered investment advisor at Drt Financial Advisors, based in Deland, FL, with 6 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 145 clients with $87M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$87.3M
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Location
1006 N. Woodland Blvd, Deland, FL, 32720
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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 →Employment History
Current Registrations
Drt Financial Advisors
September 2019 - Present · 6 yrs 8 mos
State Registrations1 state
FL
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.