Vince is a Retirement Plan Consultant and investment advisor at Precept Advisory Group LLC, a $3B RIA based in Irvine, CA. Vince has direct relationship responsibility for managing a number of the firm’s national clients. He has been in the financial services industry for over 12 years, providing investment and retirement advice to high net worth investors, and implementing and administering retirement plans in the public sector. Primary responsibilities include 401(k) committee facilitation, 403(b)/457 expertise, Non-Qualified plan oversight, corporate transactions, and regulatory compliance. Vince holds the AIF designation, and is an active member of the Western Pension & Benefits Council & the Greater Orange County Retirement Plan Advisory Council.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Precept Advisory Group LLC | Irvine, CA | Apr 2011 - Current | 9 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jul 2007 - Current | 13 |
| Cuso Financial Services, LP | San Diego, CA | Jul 2005 - Current | 15 |
| Schoolsfirst Fcu Aka Orange County Teachers Federal Credit Union | Santa Ana, CA | Jun 2005 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2006 |
- CA
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Total Assets Under Management3,753MILLIONS
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Total Number of Accounts46ACCOUNTS
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Average Account Value$81,585,936
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, TX
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