VK
Victoria A. Kizma
DRT FINANCIAL ADVISORS
Deland, FL 32720
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CRD#: 7048740
VK
Professional summary
Victoria Ann Kizma is a registered financial advisor currently at DRT FINANCIAL ADVISORS located in Deland, Florida.
Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Victoria has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Ann Kizma'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®
NoneExperience
Current
September 25, 2019 - Present
DRT FINANCIAL ADVISORS
Office #1: 1006 N. Woodland Blvd, Deland, FL 32720RIA
CRD#: 141950
Deland, FL
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
Florida(9/25/2019)
Current Firm
DF
DRT FINANCIAL ADVISORS
DREGGORS, RIGSBY & TEAL, PA | DRT FINANCIAL ADVISORS
CRD#: 141950 / SEC#:
Florida
Registered Investment Advisory firm - (11/17/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1006 N. Woodland Blvd, Deland, FL 32720
Mailing Address
Phone number
(386) 734-9441
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 295 |
| AUM (Assets Under Management) | $ 87,303,497 |
Red Flags
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