Vincent WhelanCRD Number: 1900908
Current Firm: Whelan Financial
Vincent Whelan (CRD# 1900908) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 14 years of experience in the finance industry. Vincent Whelan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Whelan Financial||Fresno, CA||Oct 1991 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
Total Assets Under Management230MILLIONS
Total Number of Accounts721ACCOUNTS
Average Account Value$318,922
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses