Probitas Financial

Probitas Financial (CRD# 143819) is a financial advisory firm headquartered in Newport Beach, CA. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Probitas Financial
Showing 1 - 2 of 2 top financial advisors.
1
Traci L. Kaas
CRD#: 5640507
1500 Quaii Street #540, Newport Beach, CA 92660
93
Wealthminder
score

Traci Kaas (CRD# 5640507) is an Investment Advisor Representative working at Probitas Financial in Newport Beach, CA and has over 7 years of experience in the finance industry.

2
Gary J. Vyneman
CRD#: 4765414
1500 Quail Street, Suite 540, Newport Beach, CA 92660
81
Wealthminder
score

Gary Vyneman (CRD# 4765414) is an Investment Advisor Representative working at Probitas Financial in Newport Beach, CA and has over 12 years of experience in the finance industry.

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