Vinford Mentar, financial advisor Whittier CA

Vinford Mentar

CRD Number: 1959280
Current Firm: Smart Money Management

Vinford Mentar (CRD# 1959280) is an Investment Advisor Representative working at Smart Money Management in Whittier, CA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Smart Money Management Whittier, CA Oct 2019 - Current 4
Smart Money Management Bayside Hills, CA Oct 2009 - Sep 2019 9
Long Island Housing Partnership Hauppauge, NY Jun 2013 - May 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Vinford A. Mentar
Phone Number: 562-222-1360
Registered State(s):
  • CA
Current Firm Details
Smart Money Management
Firm's CRD Number: 151665
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $4,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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