First Down Financial

First Down Financial (CRD# 313133) is a financial advisory firm headquartered in Oviedo, FL. They manage $37,000,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1942 West Cr 419, Suite 1030, Oviedo, FL 32766
http://firstdownfinancialservices.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $513,889
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at First Down Financial
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Vettorel, financial advisor Oviedo FL
Stephen J. Vettorel
CRD#: 2305440
1942 W Cr 419, Suite #1030, Oviedo, FL 32766

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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