Vincent Ko, financial advisor Irvine CA

Vincent Ko

CRD Number: 4646004
Current Firm: Precept Advisory Group LLC

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.

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Professional Designations
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
Contact Info for Vincent T. Ko
Phone Number: 800-344-1430
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,753
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $81,585,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, TX

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