Victor Patrick Wilkerson
Investment adviser representative at Bison Wealth, LLC
15 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Brookhaven Integrated Wealth StrategiesDec 2025 to now
- Bison Wealth, LLCNov 2021 to now
- Trinity Street FinancialMay 2021 to now
- Armis StrategiesNov 2021 to Dec 2025
- Bison Advisors, LLCNov 2021 to Dec 2025
- American Global Wealth Management, IncDec 2019 to Dec 2023
- Cape Investment AdvisoryFeb 2019 to Nov 2021
- Cape SecuritiesFeb 2019 to Nov 2021
- Advocacy Wealth ManagementJul 2011 to Dec 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 3 states (AL, GA, SC).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2854435
- Firm CRD
- 299805