Vance Wealth
Vance Wealth (CRD# 310162) is a financial advisory firm headquartered in Santa Clarita, CA. They manage $670,810,625 in 1,345 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management671MILLION
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Total Number of Accounts1,345ACCOUNTS
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Average Account Value$498,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, FL, ID, NE, TX, WA
Jerrod Ferguson (CRD# 5588110) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 14 years of experience in the finance industry.
Jason Lane (CRD# 6093212) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 11 years of experience in the finance industry.
Christopher Pelch (CRD# 6106079) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 11 years of experience in the finance industry.
Tyler Tilton (CRD# 6638793) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 7 years of experience in the finance industry.
John Vance (CRD# 3005006) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 26 years of experience in the finance industry.
Carrisa Flores (CRD# 7632288) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has 1 year of experience in the finance industry.
Anthony Goring (CRD# 7684538) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has 1 year of experience in the finance industry.
Joshua Mumper (CRD# 7652685) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has 1 year of experience in the finance industry.
Niall Shaffery (CRD# 6962112) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 2 years of experience in the finance industry.