Victoria Kizma (CRD# 7048740) is an Investment Advisor Representative working at Drt Financial Advisors in Deland, FL and has over 4 years of experience in the finance industry.
CRD# 6862744
Edward Jones
CRD# 1850642
Gwn Securities Inc.
CRD# 1280627
Newport Group Consulting, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dreggors, Rigsby & Teal Pa | Deland, FL | Nov 2018 - Current | 5 |
| T & K Enterprises Of Deland Pa | Deland, FL | Nov 2017 - Nov 2018 | 1 |
| Lefils & Company, LLC | Orange City, FL | Jan 1996 - Oct 2017 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- FL
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$520,859
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL
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