Victoria Dickerson
Advisor at Fmsa
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fmsa
Location
Lafayette, LA 70506
Credentials
Series 63, Series 66
Industry experience
28 years
About
Victoria Dickerson is a financial advisor at FMSA with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LSA Securities LLC, Allstate Insurance Company, and N.I.S. Financial Services, Inc. In addition to her advisory role, she sells fixed insurance products as an agent. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning.
Fee options
$1.00 - $99,999.00: 2.5000% annually $100,000.00 - $249,999.00: 1.9800% annually $250,000.00 - $749,999.00: 1.5000% annually $750,000.00 - $999,999.00: 1.2500% annually $1,000,000.00+: 1.0000% annually
Up to $175 per hour for financial plans and account reviews not custodied with FMSA
Account minimum: $1.00
Location
412 W. University Ste. 102
Lafayette, LA 70506
Most active in
Victoria D has reported serving >5 clients in these states in the last 12 months.
Louisiana
Work history
Financial Managment Services of America, LLC. (FMSA)
2025 - Present (1 year)
LSA Securities LLC
2018 - 2025 (7 years)
Allstate Insurance Company
2018 - 2025 (7 years)
Physician's Mutual Insurance company
2018 - 2018 (1 year)
Royal Alliance Associates
2017 - 2018 (1 year)
Self-Employed Insurance Broker
2017 - 2018 (1 year)
N.I.S. Financial Services, Inc.
1997 - 2017 (20 years)
CNS Corporation and Affiliated Companies
1997 - 2017 (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 66
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Amol D
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Latticework Investments, LLC
Amie V
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Youngsville, LA
Capital Financial Planners, LLC
Austin S
Series 63, Series 65
Lafayette, LA
Meche and Associates LLC
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