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Victoria M. Rixon

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CRD#: 4355915
VR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Victoria Moore Rixon, who also goes by VIctoria Marie Rixon, Victoria Rixon, was a registered financial professional .

Victoria is a previously registered financial professional and started their career in finance in 2001. Victoria had worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 10, Series 9, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Victoria Marie Rixon | Victoria Rixon

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.
LYNN UNIVERSITY 3601 N MILITARY TRAIL BOCA RATON, FL 33431; PRIVATE UNIVERSITY LOCATED IN BOCA RATON FL. I AM A MEMBER OF THE BOARD OF TRUSTEES AND INVESTMENT COMMITTEE MEMBER. AS SUCH, FROM TIME TO TIME, I AM REQUIRED TO VOTE ON FINAL SELECTION OF ANY FINANCIAL FIRMS RECOMMENDED BY THE PRESIDENT/MANAGEMENT TEAM OF LYNN UNIVERSITY MEMBER OF THE BOARD OF TRUSTEES; JANUARY 2010 2 HOURS PER MONTH/6 HOURS PER QUARTER; 2 HOURS PER MONTH DURING TRADE AS A MENMBER OF THE BOARD OF TRUSTEES AS WELL AS A MEMBER OF THE INVESTMENT COMMITTE AND CHAIR OF EXTERNAL RELATIONS COMMITTEE. I AM REQUIRED TO ATTEND QUARTERLY BOARD MEETINGS.THE PRESIDENT OF THE UNIVERSITY AS WELL AS HIS MANAGEMENT TEAM PROVIDE QUARTELY UPDATES ON ADMISSIONS, FINANCIAL STATUS,EXTENRAL SUPPORT ETC.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 23, 2019 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
LOS ANGELES, CA
Past

December 9, 2019 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
BOCA RATON, FL
Past

July 5, 2017 - December 31, 2017

GFO ADVISORY SERVICES, LLC

RIA
CRD#: 109278
BOCA RATON, FL
Past

October 24, 2016 - December 15, 2023

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
BEVERLY HILLS, CA
Past

October 18, 2016 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
BEVERLY HILLS, CA
Past

July 13, 2016 - December 15, 2023

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
BEVERLY HILLS, CA
Past

May 27, 2010 - June 20, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BOCA RATON, FL
Past

October 8, 2007 - January 22, 2010

FORTIGENT SECURITIES COMPANY, LLC.

BD
CRD#: 46022
ROCKVILLE, MD
Past

March 30, 2001 - April 19, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
BOCA RATON, FL
Past

March 22, 2001 - April 19, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOCA RATON, FL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/17/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/20/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/30/2001
General Securities Principal Examination

Current Firm


BS
BB&T SECURITIES, LLC
BB&T CAPITAL MARKETS, A DIVISION OF BB&T SECURITIES | STERLING ADVISORS, A DIVISION OF BB&T SECURITIES, LLC | CLEARVIEW CORRESPONDENT SERVICES, LLC | BB&T SECURITIES, LLC | BB&T SCOTT & STRINGFELLOW, A DIVISION OF BB&T SECURITIES, LLC | BB&T SCOTT & STRINGFELLOW, A DIVISION OF BB&T SECURITIES | BB&T INVESTMENTS - A DIVISION OF BB&T SECURITIES, LLC | BB&T INVESTMENTS | BB&T CAPITAL MARKETS/WINDSOR GROUP, A DIVISION OF BB&T SECURITIES, LLC | BB&T CAPITAL MARKETS, A DIVISION OF BB&T SECURITIES, LLC

CRD#: 142785 / SEC#: 801-77145, 8-67486

BD
Terminated by SEC on 06/29/2021
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Contact information


Main Address
901 East Byrd Street Riverfront Plaza, West Tower, Richmond, VA 23219
Mailing Address
Phone number
Established
Delaware since 08/11/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

APPENDIX 1 WRAP FEE PROGRAMS 12.15.20 (12/15/2020)

Direct owners and executive officers


NamePositionCRD#
TRUIST FINANCIAL CORPORATIONSOLE MEMBER
CRAM, BRYAN SCOTTCHIEF EXECUTIVE OFFICER/BOARD OF MANAGERS2723431
HECHTLINGER, SUSANCHIEF COMPLIANCE OFFICER/ BOARD OF MANAGERS2890466
MCCALLUM, CHARLES FALCONER IIIHEAD OF SUPERVISION/BOARD OF MANAGERS2697260
RIP, OLGAPRINCIPAL FINANCIAL OFFICER5440553
SPEETJENS, FELICIA ANNHEAD OF PRODUCT/BOARD OF MANAGERS3197366
TYSON, TONYA BELFIELDPRINCIPAL OPERATIONS OFFICER1987448

Disclosures


Regulatory Event49
Civil Event1
Arbitration1

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


BB&T SECURITIES, LLC

CRD#: 142785

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