Vip Planners, Inc.
Vip Planners, Inc. (CRD# 111946) is a financial advisory firm headquartered in Roanoke, VA. They manage $91,921,992 in 387 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management92MILLION
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Total Number of Accounts387ACCOUNTS
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Average Account Value$237,525
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, VA
Financial Advisors at Vip Planners, Inc.
1
Terry Vandelinde (CRD# 1146594) is an Investment Advisor Representative working at Vip Planners, Inc. in Roanoke, VA and has over 40 years of experience in the finance industry.
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