AV
AV

Anne M Volk

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

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Location

3101 Emrick Blvd, Ste 315, Bethlehem, PA, 18020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anne works as an Investment Advisor Representative for Vicus Capital and as an Executive and Operations Professional for Marmaras & Smith LLC, both financial services firms, dedicating full-time hours to each. She also works as an Independent Consultant for Arbonne, selling skincare, makeup, and nutrition products, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
December 2023 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLC
December 2023 - Present · 2 yrs 2 mos
Vicus Capital, INC.
June 2023 - Present · 2 yrs 8 mos
State Registrations4 states
DENCNJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.