Victoria Breen, financial advisor Ojai CA

Victoria Breen

CRD Number: 870544
Current Firm: Integrity Wealth Advisors, Inc.

Victoria Breen (CRD# 870544) is an Investment Advisor Representative working at Integrity Wealth Advisors, Inc. in Ojai, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Integrity Wealth Advisors, Inc. Ventura, CA May 2019 - Current 3
Securities America, Inc. Ojai, CA Dec 2016 - Current 5
Derby & Derby Inc. (insurance Sales) Ojai, CA Oct 1986 - Current 35
Derby & Derby, Inc. Ojai, CA Jul 1995 - Dec 2019 24
Villanova Prep School Ojai, CA Jun 2013 - Oct 2019 6
Foothill Securities Inc. Ojai, CA Apr 2015 - Dec 2016 1
Nerium International Ojai, CA Jul 2010 - Nov 2016 6
Pacific Advisors Funds, Inc. Ojai, CA Dec 1991 - Nov 2016 24
Pacific Global Investment Mang't Company Glendale, CA Feb 1991 - Nov 2016 25
Transamerica Financial Advisors, Inc. Ojai, CA Sep 2009 - Apr 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
Contact Info for Victoria L. Breen
Phone Number: 805-339-0760
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    346
    MILLIONS
  • Total Number of Accounts
    1,688
    ACCOUNTS
  • Average Account Value
    $205,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, HI, ID, OR, TX, WA

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