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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Armond Croom is a financial advisor with Cambridge Investment Research Advisors, Inc. Vincent Croom has been in the industry since 2004. Vincent Croom has a strong background in providing financial planning and investment management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Vincent Croom is a Certified Financial Planner and has a variety of licenses and certifications, including Series 6, Series 7, Series 26, Series 63 and Series 65. Vincent Croom is also a registered representative of Cambridge Investment Research Advisors, Inc. and is licensed in multiple states. Vincent Croom is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
09/11/2014 - Present
Cambridge Investment Research Advisors, Inc. (San Diego CA)
CA
07/26/2004 - 05/07/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN DIEGO CA)
BC
Issued 09/25/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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