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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

San Diego, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Vincent 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.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Avantax Advisory Services

location

WESTLAKE VILLAGE, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Bruno is a financial advisor with over 20 years of experience in the industry. Vincent currently works for Avantax Advisory Services. Vincent holds licenses in multiple states including California, Texas, and Colorado and has passed exams for Series 63, Series 65, and Series 7, as well as the SIE. He is also an active member of the community and is involved in the Campobello HOA. Vincent is a skilled and experienced advisor with a strong commitment to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

J.p. Morgan Securities LLC

location

Irvine, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Vincent J. McGuinness is a registered investment advisor with J.p. Morgan Securities LLC. Vincent has been in the industry since December 4, 2002. Vincent has a Series 6, 7, 9, 10, 24, 26, 27, 63, 65 and 66 licenses. Vincent has a total of 53 state licenses. Vincent has been registered with J.p. Morgan Securities LLC since April 2013. Vincent previously worked at Roth Capital Partners, LLC and Transamerica Capital, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

23 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Vincent Burke is a registered investment advisor with Wedbush Securities Inc. located in Los Angeles, California. Vincent has over 20 years of experience in the financial industry, including roles at Wells Fargo Advisors, LLC and Citigroup Global Markets Inc.. Vincent has a broad range of experience and expertise in various financial services, including investment advisory, brokerage, and wealth management. Vincent holds a Series 7, Series 31, and Series 66 licenses as well as the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

MURRIETA, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Rios is a financial advisor with J.p. Morgan Securities LLC, based in Murrieta, CA. Vincent joined J.p. Morgan Securities LLC on July 1, 2020, and has been in the industry since June 30, 2020. Vincent is registered in California and Arizona and holds the Series 63, Series 6TO, and SIE licenses. Vincent offers financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

CARLSBAD, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Alessi is a financial advisor with Edward Jones. Vincent has been in the industry since 2010 and is registered in 27 states. Vincent has a Series 7 and Series 66 license, as well as the SIE exam. Vincent specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and corporations. Vincent is also an avid surfer, and enjoys spending his time off the clock on the waves.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Centaurus Financial, Inc.

location

SAN DIEGO, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Crescenzo is a registered representative with Centaurus Financial, Inc. Vincent has been in the securities industry since 1995. Vincent is registered with the following securities authorities: FINRA, state of Arizona, state of California, state of Colorado, state of Florida, state of Hawaii, state of Indiana, state of Minnesota, state of Montana, state of Nebraska, state of Nevada, state of New Jersey, state of New Mexico, state of Oregon, state of Pennsylvania, state of South Carolina, state of Texas, state of Utah, and state of Washington. Vincent holds the following securities licenses: Series 6, Series 7, Series 63, Series 65 and SIE. Vincent has experience with both individual and business clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

LA QUINTA, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Leon guerrero is a financial advisor registered with J.P. Morgan Securities LLC. Vincent has been in the industry since October 2020. Vincent is registered in California, Colorado, Florida, and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

SCOTTS VALLEY, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Vincente Joseph Delucia is a registered representative with LPL Financial LLC and has been in the industry for over 2 years. Vincente is currently based out of Scotts Valley, CA and specializes in providing a variety of financial services to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Longtail Alpha, LLC

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Vineer Bhansali is a financial advisor with over 20 years of experience in the industry. Vineer currently works at Longtail Alpha, LLC as an Investment Advisor Representative and has previously held positions at PIMCO INVESTMENTS LLC and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC. Vineer has a wide range of experience, including working with a variety of clients, including pooled investment vehicles, corporations and individuals. Vineer holds several licenses and designations, including Series 3, SIE, Series 7, Series 63, and Series 65. Vineer is also a member of Western States Aviation, LLC.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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