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Victor Sullivan

Advisor at Wells Fargo Advisors

Updated today

Location

Albany, GA 31721

Credentials

Series 66

Industry experience

16 years

About

Victor Sullivan is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates two investment-related businesses, Navillus LLC and Victor C. Sullivan, IV Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

613 Pointe North Blvd

Albany, GA 31721

Most active in

Georgia · Texas

Work history

Wells Fargo Advisors

2019 - Present (7 years)

Wells Fargo Clearing

2016 - 2019 (3 years)

WELLS FARGO ADVISORS LLC

2009 - 2016 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jonathan F

Series 63, Series 65, Series 66

Leesburg, GA

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Albany, GA

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Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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