Gary Vyneman (CRD# 4765414) is an Investment Advisor Representative working at Probitas Financial in Newport Beach, CA and has over 19 years of experience in the finance industry.
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 |
|---|---|---|---|
| Gary Joseph Vyneman Independent Insurance | Newport Beach, CA | Jan 2018 - Current | 6 |
| United Planners' Financial Services Of America | Scottsdale, AZ | Jan 2017 - Current | 7 |
| Great Scott Tree Service | Stanton, CA | Dec 2014 - Current | 9 |
| Probitas Financial | Newport Beach, CA | Jul 2007 - Current | 16 |
| Law Offices Of Gary Vyneman | Newport Beach, CA | Jan 2006 - Current | 18 |
| Morgan Law Group | Newport Beach, CA | Jan 2012 - Feb 2018 | 6 |
| Tcfg Investment Advisors LLC | Newport Beach, CA | Feb 2014 - Jan 2017 | 2 |
| Tcfg Wealth Management, LLC | Newport Beach, CA | Jan 2014 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- CA
- TX
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$474,050
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, TX
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