Victoria Viefhaus

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 06/2020
  Ubs Financial Services Inc
  St. Louis, MO
• 06/2020 → Present
  Raymond James Financial Services, Inc.
  Clayton, MO
• 06/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Clayton, MO
• 06/2020 → 12/2025
  Mike Brown Financial Group
  Clayton, MO
• 06/2020 → Present
  Old North State Investments, Llc.
  Clayton, MO
• 10/2021 → Present
  Brown Family Wealth Advisors
  Clayton, MO

Previous Registrations

• 2011-03-11 → 2020-06-12
  Ubs Financial Services Inc.
  Clayton, MO
• 2009-06-01 → 2011-03-18
  Morgan Stanley
  Clayton, MO
• 2008-02-15 → 2009-06-01
  Citigroup Global Markets Inc.
  St. Louis, MO
  Clayton, MO

Exams

• S66 Uniform Combined State Law Examination
  2007-11-19
• S63 Uniform Securities Agent State Law Examination
  2005-10-24

Other Names

• Victoria Christine Viefhaus
• Victoria Christine Shotwell
• Victoria Christine Viefhaus