John Vinci, financial advisor San Ramon CA
89 score

John Vinci

CRD Number: 5992790
Current Firm: Charles Schwab & Company, Inc.

John Vinci (CRD# 5992790) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Ramon, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. San Ramon, CA Sep 2012 - Current 4
Charles Schwab Bank San Ramon, CA Sep 2012 - Current 4
Unemployment Pleasanton, CA Apr 2012 - Sep 2012 < 1
Fidelity Investments Burlingame, CA Jul 2011 - Mar 2012 < 1
Unemployed Pleasanton, CA Apr 2010 - Jul 2011 1
Dublin Chevrolet Dublin, CA Nov 2008 - Apr 2010 1
Pepperdine University Malibu, CA Aug 2004 - Jul 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for John M. Vinci
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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