Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrisa? Claim Your ProfileCarrisa Flores is an investment advisor representative at Vance Wealth. Carrisa holds a Series 65 license and is registered in California. Carrisa has been in the financial services industry since 2010 and has a background in education and insurance sales. Carrisa's areas of focus include financial planning, pension consulting and portfolio management for individuals. Vance Wealth, founded in 2003, is a Registered Investment Advisor (RIA) and specializes in providing financial planning, asset management and retirement planning services for individuals, high-net-worth individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees
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CA
04/10/2023 - Present
Vance Wealth (SANTA CLARITA CA)
IA
Issued 04/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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