Vincent Whelan (CRD# 1900908) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 20 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.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whelan Financial | Fresno, CA | Oct 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
- CA
-
Total Assets Under Management569MILLIONS
-
Total Number of Accounts1,373ACCOUNTS
-
Average Account Value$414,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID, NV, OR, WA
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