Brian Vincelette (CRD# 5584604) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 15 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Egi Financial Inc. | Akron, OH | May 2014 - Current | 9 |
| American Heritage Securities Inc. | Akron, OH | Jan 2013 - Current | 11 |
| Bank Of America, Na | Akron, OH | Dec 2009 - Current | 14 |
| Merrill Lynch | Akron, OH | Aug 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- OH
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts429ACCOUNTS
-
Average Account Value$672,401
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, OH
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