VA
Vincent B. Anderson
VICUS CAPITAL
Erie, PA
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CRD#: 845206
VA
Professional summary
Vincent Bruce Anderson is a registered financial advisor currently at VICUS CAPITAL, INC. located in Erie, Pennsylvania.
Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Vincent has worked at 9 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 1 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.
1. INDEPENDENT INSURANCE AGENT, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, 5 SECURITIES TRADING HOURS, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 4/2008; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 04/2008, 4HRS/WK (TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. MAGNUS WEALTH MANAGEMENT LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 03/2015 OWNER, APX 40 SECURITIES TRADING HOURS WEEKLY, 34 DURING TRADING HOURS, DAY TO DAY ACTIVITY IN MANAGING THE BUSINESS 4. HIGH VELOCITY BRITTANY'S NOT INVESTMENT RELATED, SAME AS RESIDENTIAL ADDRESS, CANINE STARTED 03/2015 NO WEEKLY HOURS, NONE DURING TRADING HOURS BREEDING, FIELD TRIALS AND DOG SHOWS 5. NAME OF OTHER BUSINESS: AMERICAN KENNEL CLUB INVESTMENT RELATED: NO, ADDRESS: 101 PARK AVENUE, NEW YORK, NY, 10178, NATURE OF BUSINESS: CANINE SPORTS , START DATE: 11/2019 , POSITION/TITLE/RELATIONSHIP: JUDGE, APX NUMBER OF HOURS PER WEEK: VARIES, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: JUDGE OF POINTING DOGS AT PERFORMANCE EVENTS. 6. NAME OF OTHER BUSINESS: Pennsylvania Brittany Club INVESTMENT RELATED: NO, ADDRESS: 256 Kerr Rd Polk, PA 16342, NATURE OF BUSINESS: CANINE SPORTS, START DATE: 06/2025, POSITION/TITLE/RELATIONSHIP: Vice President, APX NUMBER OF HOURS PER WEEK: VARIES, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: Help organize events and club grounds maintenance.
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Bruce Anderson'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
April 10, 2008 - Present
VICUS CAPITAL, INC.
RIA
CRD#: 116021
Erie, PA
Past
September 3, 2013 - May 1, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ERIE, PA
Past
April 4, 2008 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
ERIE, PA
Past
August 2, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
ERIE, PA
Past
August 2, 2005 - April 8, 2008
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ERIE, PA
Past
March 15, 2004 - August 5, 2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
March 15, 2004 - August 5, 2005
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
November 10, 1977 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
November 10, 1977 - March 5, 2004
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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".
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 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
Pennsylvania(4/10/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 10/24/1977
Registered Representative ExaminationCurrent Firm
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
476 Rolling Ridge Drive Suite 315, State College, PA 16801
Mailing Address
Phone number
(855) 558-4287
Established
Firm type
Fiscal year end
# of Employees
89
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,058 |
| AUM (Assets Under Management) | $ 2,574,468,218 |
Red Flags
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