Financial ADVSR advisor directory · SEC adviser records
Vance Wealth financial advisors
Every SEC-registered investment adviser representative at Vance Wealth, by the state and city of the office they work from.
12 registered advisors work at Vance Wealth, in 1 state and 1 city; the most are in Santa Clarita, CA (12). 5 list the CFP designation and 1 are also registered broker representatives.
Search every Vance Wealth advisor by name →Who joined and left Vance Wealth →Vance Wealth: assets, clients and custodians →
Cities with the most Vance Wealth advisors
Vance Wealth advisors by state
Questions
How many financial advisors does Vance Wealth have?
12 investment adviser representatives are registered with Vance Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 5 list the CFP designation and 1 are also registered as broker representatives.
Where does Vance Wealth have the most advisors?
Santa Clarita, CA, with 12 registered advisors. By state, California has the most, with 12.
How do I find a Vance Wealth financial advisor near me?
Pick your state below, then your city, to see every Vance Wealth advisor registered at an office there. Each one 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. An advisor registered at Vance Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →