Victor P. Wilkerson

BISON WEALTH

ATLANTA, GA 30326

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CRD#: 2854435

Professional summary

Victor Patrick Wilkerson, CFP®, ChFC®, CLU® is a registered financial advisor currently at BISON WEALTH, LLC located in Atlanta, Georgia.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Victor has worked at 14 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 52, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Founder, Trinity Street Financial. Investment Related - Insurance General Agency 163 Bellehaven Dr Woodstock, GA 30188. Work 10-20 hours/month. President, Armis Strategies. Investment Related but no securities or variable annuities - Insurance General Agency 140 Cateechee Trail Ste B Hartwell, GA 30643. Work 40-50 hours/month. Partner, Investment Advisor Rep, Bison Advisors - trains advisors, recruits IARs, manage staff - Registered Investment Advisory Firm, Investment Related, started 12/2021, 140 Cateechee Trail Hartwell GA 30643, 80-100 hours per month with 60-80 hours during trading hours. President, Bison Advisors as of 8/2/2022, leading business development, developing partnerships and referral sources, sell sub-advisory services; 140 Cateechee Trail Hartwell, GA 30643; 100-120 hours per month with 4-6 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Patrick Wilkerson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

November 30, 2021 - Present

BISON WEALTH, LLC

Office #1: 3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326

RIA

CRD#: 299805

ATLANTA, GA

Past

October 21, 2024 - March 7, 2025

BISON WEALTH, LLC

RIA

CRD#: 165931

ATLANTA, GA

Past

December 4, 2019 - December 31, 2023

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388

MCDONOUGH, GA

Past

February 20, 2019 - December 2, 2021

CAPE INVESTMENT ADVISORY, INC.

RIA

CRD#: 146384

Woodstock, GA

Past

February 13, 2019 - December 31, 2021

CRD#: 144051

ATLANTA, GA

Past

November 26, 2007 - April 27, 2010

FIRST LEGACY SECURITIES, LLC

RIA

CRD#: 47079

HELENA, AL

Past

November 26, 2007 - June 25, 2010

CRD#: 17117

ALPHARETTA, GA

Past

November 19, 2001 - December 3, 2003

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

ATLANTA, GA

Past

January 10, 2000 - December 3, 2003

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

October 2, 1997 - December 31, 1999

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

March 5, 1997 - June 26, 1997

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BISON WEALTH, LLC

CRD#: 299805 / SEC#: 801-114547

RIA

Registered Investment Advisory firm - (1/30/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(3/8/2022)

IAR

Georgia
(12/2/2021)

IAR

South Carolina
(11/30/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Series 24

Date: 10/14/1997

General Securities Principal Examination

Current Firm

BISON WEALTH, LLC

CRD#: 299805 / SEC#: 801-114547

RIA

Registered Investment Advisory firm - (1/30/2019 Approved)

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Contact information

Main Address

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326

Mailing Address

Phone number

(404) 841-2224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BISON WEALTH ADV 2A (1/21/2025)

Regulatory assets under management

Total Number of Accounts	9,112
AUM (Assets Under Management)	$ 2,753,091,446

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.

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Advisor Monitoring

Firm Stability Insights

Victor P. Wilkerson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Patrick Wilkerson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BISON WEALTH, LLC

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CAPE INVESTMENT ADVISORY, INC.

CAPE SECURITIES INC.

ADVOCACY WEALTH MANAGEMENT, LLC

CERTUS INVESTMENT ADVISORS, LLC

SAGE CAPITAL HOLDINGS, LLC

CERTUSSECURITIES, INC.

CERTUSSECURITIES, INC.

FIRST LEGACY SECURITIES, LLC

FIRST LEGACY SECURITIES, LLC

FIRST HORIZON ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

VESTAX SECURITIES CORPORATION

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

BISON WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/5/2019

Series 65

Date: 5/9/1998

SIE

Date: 10/22/2015

Series 7

Date: 5/13/1997

Series 52

Date: 3/4/1997

Series 51

Date: 3/10/2003

Series 24

Date: 10/14/1997

Current Firm

BISON WEALTH, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BISON WEALTH, LLC

TRUST BUT VERIFY

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