Vickery Financial Services

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

190 Hawthorne Park, Athens, Georgia, 306...

Phone Number

(706) 353-2728

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Vickery Financial Services

Elevate Wealth Advisory is a financial services firm based in Greater Athens, GA, dedicated to providing personalized wealth management and advisory services for individuals, businesses, and non-profits. With a fiduciary commitment to act in the best interest of clients, the firm utilizes a collaborative three-step process to help clients discover their financial goals, create tailored plans, and foster wealth growth. Elevate aims to support clients in achieving their dreams, whether that involves college funding, charitable support, or confidence in financial stability. Through education and strategic planning, Elevate Wealth Advisory empowers clients to navigate life's financial journey effectively.Explore more
Vickery Financial Services's Social MediaPopular SearchesVickery Financial Services IncVickery FinancialVickery Financial ServicesVickery Financial Service IncVickery IncSIC Code 62,628NAICS Code 52,523Show more

Vickery Financial Services Org Chart

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President, Vickery Langley Wealth Management,...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vickery Financial Service...

<$5M
1-10
Private
-
1982
DL
Dax LangleyPresident, Vickery Langley Wealth Management, Llc
$7.6M
11-50
Private
-
1962
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPrincipal and Portfolio Manager
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vickery Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vickery Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vickery Financial Services.

Vickery Financial Services Tech Stack

A closer look at the technologies used by Vickery Financial Services

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Frequently Asked Questions Regarding Vickery Financial Services

What is Vickery Financial Services's official website?
Vickery Financial Services's official website is www.vickeryfinancial.com
What is Vickery Financial Services's Revenue?
Vickery Financial Services's revenue is <$5 Million
What is Vickery Financial Services's SIC code?
Vickery Financial Services's SIC: 62,628
What is Vickery Financial Services's NAICS code?
Vickery Financial Services's NAICS: 52,523
How many employees does Vickery Financial Services have?
Vickery Financial Services has 1-10 employees
What industry does Vickery Financial Services belong to?
Vickery Financial Services is in the industry of: Finance, Securities Trading
What is Vickery Financial Services competition?
Vickery Financial Services top competitors include: Furlong Investment Solutions, Clarity Capital Advisors, Eppolito Financial Strategies, Constant Guidance Financial
What technology does Vickery Financial Services use?
Some of the popular technologies that Vickery Financial Services uses are: Tierpoint, F5 Silverline DDoS Protection, Smarsh, Web.com Website hosting
How do I contact Vickery Financial Services?
Vickery Financial Services contact info: Phone number: (706) 353-2728 Website: www.vickeryfinancial.com
What does Vickery Financial Services do?

Elevate Wealth Advisory is a financial services firm based in Greater Athens, GA, dedicated to providing personalized wealth management and advisory services for individuals, businesses, and non-profits. With a fiduciary commitment to act in the best interest of clients, the firm utilizes a collaborative three-step process to help clients discover... their financial goals, create tailored plans, and foster wealth growth. Elevate aims to support clients in achieving their dreams, whether that involves college funding, charitable support, or confidence in financial stability. Through education and strategic planning, Elevate Wealth Advisory empowers clients to navigate life's financial journey effectively.Read More

What are Vickery Financial Services social media links?
Vickery Financial Services Linkedin page Vickery Financial Services Twitter page Vickery Financial Services Facebook page
Is Vickery Financial Services a public company?
Vickery Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Vickery Financial Services

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