Vincent Whelan, financial advisor Fresno CA
96 score

Vincent Whelan

CRD 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 13 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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Professional Designations
Company Name Location Dates Years
Whelan Financial Fresno, CA Oct 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
Contact Info for Vincent J. Whelan
Phone Number: 559-228-8002
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    721
    ACCOUNTS
  • Average Account Value
    $318,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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