Carrisa Flores (CRD# 7632288) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has 1 year of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vance Wealth | Santa Clarita, CA | Oct 2021 - Current | 2 |
| Unemployed | Rancho Cucamonga, CA | Jun 2021 - Sep 2021 | < 1 |
| California State University | Fullerton, CA | Aug 2019 - May 2021 | 1 |
| Hispanic Association Of Universities And Colleges | Washington, DC | May 2019 - Aug 2019 | < 1 |
| Chaffey College | Rancho Cucamonga, CA | Mar 2016 - May 2019 | 3 |
| World Financial Group | Grand Terrace, CA | Oct 2015 - Mar 2016 | < 1 |
| Riverside Medical Clinic | Riverside, CA | Aug 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- CA
-
Total Assets Under Management671MILLIONS
-
Total Number of Accounts1,345ACCOUNTS
-
Average Account Value$498,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, FL, ID, NE, TX, WA
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