Ian Venzon, financial advisor Newport Beach CA

Ian Venzon

CRD Number: 6618720
Current Firm: Lpl Financial LLC

Ian Venzon (CRD# 6618720) is an Investment Advisor Representative working at Lpl Financial LLC in Newport Beach, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pence Capital Management Newport Beach, CA Sep 2020 - Current 1
Pence Wealth Management Newport Beach, CA Jan 2018 - Current 3
Lpl Financial, LLC Newport Beach, CA Jan 2018 - Current 3
Unemployed Huntington Beach, CA Sep 2017 - Jan 2018 < 1
Big Sky Capital Investments Irvine, CA Mar 2017 - Sep 2017 < 1
Harvey And Company LLC Newport Beach, CA Sep 2016 - Jan 2017 < 1
Unemployed Los Angeles, CA Apr 2016 - Sep 2016 < 1
Wells Fargo Advisors Pasadena, CA Aug 2014 - Apr 2016 1
California State Polytechnic University, Pomona Pomona, CA Sep 2010 - Apr 2016 5
Village Pizzeria Sierra Madre, CA Aug 2011 - Dec 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Ian Venzon
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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