Vance Talbot (CRD# 2206772) is an Investment Advisor Representative working at Sierra Pacific Wealth Advisory Group Inc. in Fresno, CA and has over 32 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sierra Pacific Wealth Advisory Group Inc. | Fresno, CA | Jan 2021 - Current | 3 |
| Private Wealth Advisors | Fresco, CA | Nov 2020 - Current | 3 |
| Ascend Software, LLC | Brea, CA | Feb 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CA
-
Total Assets Under Management64MILLIONS
-
Total Number of Accounts399ACCOUNTS
-
Average Account Value$160,273
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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