Vidal Velez (CRD# 7397178) is an Investment Advisor Representative working at Edward Jones in Carmichael, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2021 - Current | 2 |
| Carrington College | Sacramento, CA | Apr 2021 - Jul 2021 | < 1 |
| Sacramento Autism Services | Fair Oaks, CA | Jun 2020 - Feb 2021 | < 1 |
| Unemployed | Sacramento, CA | Mar 2020 - Jun 2020 | < 1 |
| Winn.solutions | Sacramento, CA | Nov 2019 - Mar 2020 | < 1 |
| Maxim Health Care Services | Sacramento, CA | Jul 2019 - Feb 2020 | < 1 |
| Center For Autism And Related Disorders | Roseville, CA | Dec 2018 - Jul 2019 | < 1 |
| Uber Inc. | San Francisco, CA | Sep 2018 - Nov 2018 | < 1 |
| Young Men's Christian Association Of San Francisco | San Francisco, CA | Sep 2017 - Sep 2018 | 1 |
| Uber Inc. | San Francisco, CA | Aug 2016 - Sep 2017 | 1 |
| Select Staffing | Bakersfield, CA | Feb 2016 - Sep 2016 | < 1 |
| Federated Student Loan Services | Bakersfield, CA | Oct 2015 - Feb 2016 | < 1 |
| Browns Backhoe Service | Bakersfield, CA | Sep 2014 - Oct 2015 | 1 |
| Continental Labor & Staffing Resources | Bakersfield, CA | Dec 2012 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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