Vincent Bicicchi (CRD# 4754567) is an Investment Advisor Representative working at Galvanize Wealth LLC in La Grange Park, IL and has over 19 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Galvanize Wealth LLC | La Grange Park, IL | Jul 2019 - Current | 4 |
| Ozo Development | Phoenix, AZ | Sep 2018 - Current | 5 |
| Vindico, Inc. | La Grange Park, IL | Dec 2014 - Current | 9 |
| Levin Funding Group | Tucson, AZ | Mar 2015 - Jul 2019 | 4 |
| Bauer Captain & Johnson | Phoenix, AZ | Jul 2012 - May 2015 | 2 |
| Axa Advisors, LLC | New York, NY | Sep 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- IL
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$840,838
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
IL
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