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VD

Victoria L. Dickerson

FMSA
Lafayette, LA 70506
Some features on this profile are disabled
CRD#: 2917413
VD

Professional summary

Victoria Lynn Dickerson, who also goes by VIctoria Dickerson Bratton, Victoria Dickerson, Vicki Eleser, Victoria Dickerson Eleser, is a registered financial advisor currently at FMSA located in Lafayette, Louisiana.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Victoria has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Victoria Dickerson Bratton | Victoria Dickerson | Vicki Eleser | Victoria Dickerson Eleser

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Lynn Dickerson'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®
None

Experience

Current

March 20, 2025 - Present

FMSA

Office #1: 412 W. University Ste. 102, Lafayette, LA 70506
RIA
CRD#: 154136
Lafayette, LA
Past

November 30, 2018 - March 18, 2025

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Breaux Bridge, LA
Past

November 30, 2018 - March 18, 2025

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Breaux Bridge, LA
Past

July 10, 2018 - December 4, 2018

OSAIC WEALTH, INC.

RIA
CRD#: 23131
LAFAYETTE, LA
Past

March 31, 2017 - December 4, 2018

OSAIC WEALTH, INC.

BD
CRD#: 23131
LAFAYETTE, LA
Past

July 30, 1997 - March 16, 2017

N.I.S. FINANCIAL SERVICES, INC.

BD
CRD#: 5361
KANSAS CITY, MO

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".
FM
FMSA
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA
Registered Investment Advisory firm - (8/23/2010 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
Louisiana
(3/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/15/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/25/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/6/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/23/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FM
FMSA
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA
Registered Investment Advisory firm - (8/23/2010 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Delray Beach, FL
Mailing Address
Phone number
(561) 289-2602
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FMSA ADV 2 (2/11/2026)

Regulatory assets under management

Total Number of Accounts1,784
AUM (Assets Under Management)$ 216,378,047

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.

Company Information

FMSA

CRD#: 154136Lafayette, LA 70506

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