Financial ADVSR advisor directory · SEC adviser records
Vincimus Capital, LLC financial advisors in Malibu, CA
Every SEC-registered investment adviser representative at a Vincimus Capital, LLC office in Malibu, A to Z.
The short answer
3 registered advisors work at Vincimus Capital, LLC in Malibu, out of 4 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Vincimus Capital, LLC advisors in Malibu, A to Z
Every Vincimus Capital, LLC advisor →- Sarah J. ArcherInvestment adviser rep
- Lockwood P. HolmesInvestment adviser rep
- Joel LopataInvestment adviser rep
Vincimus Capital, LLC advisors in every city and state →Vincimus Capital, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Vincimus Capital, LLC advisors in other cities
Other firms in Malibu
All Malibu advisors →Questions
How many financial advisors does Vincimus Capital, LLC have in Malibu?
3 investment adviser representatives are registered at Vincimus Capital, LLC offices in Malibu, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Vincimus Capital, LLC one of the largest advisor employers in Malibu?
Vincimus Capital, LLC ranks number 2 in Malibu by registered advisors; Integrity Financial Corporation has the most, with 3.
How do I check a Vincimus Capital, LLC advisor in Malibu?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Vincimus Capital, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.