Michael Vidal (CRD# 4995399) is an Investment Advisor Representative working at Wealth Innovation in San Luis Obispo, CA and has over 16 years of experience in the finance industry. Michael Vidal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Insurance Services, LLC | Goleta, CA | Nov 2012 - Current | 11 |
| Capital Synergy Partners, Inc. | Newport Beach, CA | Jan 2014 - Dec 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- CA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$381,052
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, LA
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