Vincent Vickers (CRD# 7597638) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Ontario, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services Inc. | Rock Island, IL | Jul 2022 - Current | 1 |
| Modern Woodmen Of America | Rock Island, IL | Mar 2022 - Current | 2 |
| Andresen Architecture Inc. | Fontana, CA | Dec 2020 - Mar 2022 | 1 |
| Unemployed | Chino Hills, CA | Jun 2020 - Dec 2020 | < 1 |
| Pbk Architects | Ontario, CA | May 2018 - Jun 2020 | 2 |
| California Baptist University | Riverside, CA | Jan 2017 - May 2018 | 1 |
| Discovery Depot Childcare Center | Yorba Linda, CA | Jun 2014 - Sep 2017 | 3 |
| Lamppost Pizza Company | Yorba Linda, CA | Jun 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- CA
-
Total Assets Under Management216MILLIONS
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Total Number of Accounts1,432ACCOUNTS
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Average Account Value$150,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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