Stephen Vettorel
CRD Number: 2305440Current Firm: First Down Financial
Compensation Model: Fee Only
Benchmark Wealth Advisors, LLCis a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a conflict-free, fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve.
Stephen Vettorel (CRD# 2305440) is an Investment Advisor Representative working at Benchmark Wealth Advisors, LLC in Temecula, CA and has over 24 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fxestrader LLC | Temecula, CA | Dec 2011 - Current | 12 |
| Brookstone Capital Management | Wheaton, IL | Nov 2019 - Apr 2021 | 1 |
| Benchmark Wealth Advisors, LLC | Temecula, CA | Feb 2016 - Nov 2019 | 3 |
| Mercer Global Advisors Inc. | Newport Beach, CA | Sep 2014 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- FL
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts72ACCOUNTS
-
Average Account Value$513,889
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
FL
Benchmark Wealth Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Benchmark Wealth Advisors, and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Benchmark Wealth Advisors, LLC unless a client service agreement is in place.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.