Francis Edsall (CRD# 4187744) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Oceanside, CA and has over 23 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vp Distributors LLC | Temecula, CA | Jun 2017 - Current | 6 |
| Vp Distributors LLC | Temecula, CA | Jun 2017 - Current | 6 |
| Ridgeworth Distributors, LLC | Temecula, CA | Oct 2014 - Jun 2017 | 2 |
| Ridgeworth Capital Management, LLC | Temecula, CA | Oct 2014 - Jun 2017 | 2 |
| Unemployed | Temecula, CA | Apr 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- CT
-
Total Assets Under Management47,757MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$582,407,291
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CT, MA, NY, TX
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