Vincent Birardi, financial advisor Long Beach CA

Vincent Birardi

CRD Number: 7022032
Current Firm: Halbert Hargrove

Vincent Birardi (CRD# 7022032) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Halbert Hargrove Global Advisors Long Beach, CA Sep 2018 - Current 5
Pimco Newport Beach, CA Jun 2013 - Sep 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Vincent R. Birardi
Phone Number: 562-435-5657
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,735
    MILLIONS
  • Total Number of Accounts
    4,240
    ACCOUNTS
  • Average Account Value
    $645,054
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, DC, FL, HI, ID, IL, LA, MA, MI, MN, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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