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Terry Lee Vandelinde

CRD 1146594  ·  Vip Planners, Inc.  ·  Roanoke, VA

IA Registered

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Expanded
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1146594 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm
Vip Planners, Inc.
Firm CRD
111946
SEC number
801-134197
Assets under management
$126.2M as of Mar 25, 2026
Website
www.vipplanners.com ↗
Phone
5403421895
Firm location
Roanoke, VA, 24016

Employment history (1)

From the source registration record · current first

Source & corrections

Where this page comes from

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