AV
AV

Anne Volk

2 Years of Experience
Broker

Anne Volk is a registered investment advisor, based in Bethlehem, PA, with 2 years of industry experience.

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.

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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, LLC
December 2023 - Present · 2 yrs 4 mos
Cetera Wealth Services, LLCBroker
December 2023 - Present · 2 yrs 4 mos
Vicus Capital, INC.
June 2023 - Present · 2 yrs 10 mos
State Registrations4 states
DENCNJPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anne Volk - Financial Advisor | TrueAdvisor