Vicki G Markham
Professional Summary
Vicki G Markham, who also goes by VIcki Gillespie Markham, was a registered financial advisor. Vicki was a previously registered financial professional and started their career in finance 1987 - 2020. Vicki had worked at 10 firms and has passed the Series 63, Series 7TO, Series 52TO, Series 99TO, SIE, Series 7, Series 24, Series 28 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Vicki Gillespie Markham
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
EDMONDS INVESTMENTS, INC. | TRUSTMARK INVESTMENTS, INC. | TRUSTCORE INVESTMENTS, INC. | TRUSTCORE INVESTMENTS LLC | SOUTHERN FINANCIAL SECURITIES CORPORATION | JACQUES-MILLER FINANCIAL SERVICES, INC.
Contact Information
Established
Tennessee since 12/30/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TRUSTCORE LLC | HOLDING COMPANY | — |
| EDMONDS, DARRYL LYNN | VICE PRESIDENT, TRUSTCORE INVESTMENTS, LLC | 1048644 |
| EDMONDS, DARRYL LYNN | CHIEF FINANCIAL OFFICER, TRUSTCORE INVESTMENTS, LLC. | 1048644 |
| JACOBS, MIKAEL WINNIE | PRESIDENT, TRUSTCORE INVESTMENTS, LLC | 1347389 |
| MCINTYRE, LARUE GEE | CHIEF COMPLIANCE OFFICER | 717700 |
| REED, WILLIAM CRAIG | DIRECTOR, TRUSTCORE INVESTMENTS, LLC | 3022148 |
| SINCLAIR, BOBBY WEATHERFORD | DIRECTOR, TRUSTCORE INVESTMENTS LLC | 1153428 |
Disclosures
Regulatory Event
1Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Mar 2024About the Series 52TO examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Mar 2024About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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