linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Michael Vance

Momentum Independent Network Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Michael Vance

John Michael Vance is a financial advisor with Momentum Independent Network Inc. based in Dallas, TX. John Michael Vance has been in the financial services industry since 1998. John Michael Vance has experience with Oppenheimer & Co. Inc. and Prospera Financial Services, Inc. John Michael Vance is registered with FINRA and holds Series 63, Series 24, SIE, and Series 7 licenses.

Firm Information

John Vance is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

12b-1 fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Vance’s Registration & Firm History

TX

11/26/2003 - Present

Momentum Independent Network Inc. (DALLAS TX)

NY

07/30/2002 - 01/06/2004

OPPENHEIMER & CO. INC. (NEW YORK NY)

TX

06/05/2001 - 08/26/2002

PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)

TX

01/17/2001 - 06/06/2001

RUSHMORE SECURITIES CORPORATION (DALLAS TX)

TX

10/02/1998 - 02/27/2001

NORTHSTAR SECURITIES, INC. (DALLAS TX)

Not sure if John Michael Vance is right for you?

Licenses & Designations

BC

Issued 10/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Michael Vance. Review regulatory record here.
Not sure if John Michael Vance is right for you?