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Victoria J. Powell

VJP FINANCE LLC
PHOENIX, AZ
Some features on this profile are disabled
CRD#: 4805256
VP

Professional summary

Victoria Jessica Powell is a registered financial advisor currently at VJP FINANCE LLC located in Phoenix, Arizona.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Victoria has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

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.
1.) MOTHER'S FOUNDATION FOR DISASTER RELIEF; NON-PROFIT ORGANIZATION. 2.) ASHMOOR WATER LLC; MEMBER; REAL ESTATE; START DATE: 6/16/2008. 3.) DOCTORS FINANCIAL EDUCATION NETWORK;MEMBER; EDUCATION/TEACHING; START DATE 03/05/2013; 20 HRS. PER MONTH. 4.) Powell Crawford LLC; Member; Real Estate(Rental Property/Passive Investment); start date 01/01/2016; 5 hours per month. 5.) whatnobodytoldme.com; PERSONAL BLOG; VOLUNTEER; START DATE: 08/01/2018; 8 HOURS A MONTH. 6.) CEDR SOLUTIONS; INDEPENDENT CONTRACTOR; CONSULTING; START DATE: 05/15/2019; 40 HOURS PER MONTH. 7.) Victoria & Cosette; Owner; Jewelry Design and Sales; Start Date: Formed in 2019; 3 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Jessica Powell's 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

January 1, 2020 - Present

VJP FINANCE LLC

RIA
CRD#: 306047
PHOENIX, AZ
Past

January 12, 2015 - January 12, 2017

PRISM FINANCIAL CONCEPTS

RIA
CRD#: 159382
SCOTTSDALE, AZ
Past

April 10, 2013 - December 31, 2014

LIFETIME INVESTMENT MANAGEMENT, L.L.C.

RIA
CRD#: 121970
PHOENIX, AZ
Past

September 30, 2010 - June 23, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA
CRD#: 137888
PHOENIX, AZ
Past

January 30, 2007 - June 23, 2020

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
PHOENIX, AZ
Past

October 4, 2004 - October 7, 2010

GREENBOOK INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 131563
MADISON, MS
Past

May 21, 2004 - September 16, 2004

XELAN FINANCIAL PLANNING, INC.

RIA
CRD#: 123794
MADISON, MS

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
Arizona
(1/1/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 1/26/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/17/2004
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/29/2007
General Securities Representative Examination

Current Firm

VF
VJP FINANCE LLC
VJP FINANCE LLC

CRD#: 306047 / SEC#:

Arizona
Registered Investment Advisory firm - (1/1/2020 Approved)
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Contact information

Main Address
Phoenix, AZ
Mailing Address
Phone number
(601) 540-6453
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

VJP FINANCE LLC

CRD#: 306047Phoenix, AZ

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