Victoria M. Trumbower
Professional summary
Victoria Martha Trumbower, CFP®, who also goes by VIctoria S Alther, Victoria Alther, Victoria Schiebel, Victoria Trumbower, is a registered financial advisor currently at TRUMBOWER FINANCIAL ADVISORS LLC located in Bethesda, Maryland.
Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Victoria has worked at 1 firm and has passed the Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Martha Trumbower's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 3, 1996 - Present
TRUMBOWER FINANCIAL ADVISORS LLC
Office #1: 3 Bethesda Metro Center Suite 700 Office Number 779, Bethesda, MD 20814Primary Firm SEC Registration
TRUMBOWER FINANCIAL ADVISORS LLC
CRD#: 107495 / SEC#: 801-51817
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/3/1996)
(7/9/1996)
(4/30/2001)
Exams
Series 2
Date: 2/2/1995
Non-Member General Securities ExaminationCurrent Firm
TRUMBOWER FINANCIAL ADVISORS LLC
CRD#: 107495 / SEC#: 801-51817
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 951 |
| AUM (Assets Under Management) | $ 1,831,276,498 |
Red Flags
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.
