Vfg Advisors, Inc.

Vfg Advisors, Inc. (CRD# 150370) is a financial advisory firm headquartered in Culver City, CA. They manage $64,200,000 in 657 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    657
    ACCOUNTS
  • Average Account Value
    $97,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, MI, NV, OH, TX

Financial Advisors at Vfg Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
John M. Brady
CRD#: 2119657
1820 Preston Park Boulevard, Suite 1155, Plano, TX 75093
93
Wealthminder
score

John Brady (CRD# 2119657) is an Investment Advisor Representative working at Vfg Advisors, Inc. in Plano, TX and has over 26 years of experience in the finance industry.

2
Scot A. Clevenger
CRD#: 5614142
100 Corporate Pointe, Suite 382, Culver City, CA 90230
93
Wealthminder
score

Scot Clevenger (CRD# 5614142) is an Investment Advisor Representative working at Vfg Advisors, Inc. in Culver City, CA and has over 7 years of experience in the finance industry.

3
Demetrio J. Munoz
CRD#: 2401195
100 Corporate Pointe, Suite 382, Culver City, CA 90230
93
Wealthminder
score

Demetrio Munoz (CRD# 2401195) is an Investment Advisor Representative working at Vfg Advisors, Inc. in Culver City, CA and has over 23 years of experience in the finance industry.

4
Tuan A. Ngo
CRD#: 2819426
100 Corporate Pointe, Suite 382, Culver City, CA 90230
93
Wealthminder
score

Tuan Ngo (CRD# 2819426) is an Investment Advisor Representative working at Vfg Advisors, Inc. in Culver City, CA and has over 20 years of experience in the finance industry.

5
Edward L. Price
CRD#: 1298103
100 Corporate Pointe, Suite 382, Culver City, CA 90230
93
Wealthminder
score

Edward Price (CRD# 1298103) is an Investment Advisor Representative working at Vfg Advisors, Inc. in Culver City, CA and has over 17 years of experience in the finance industry.

6
Mark A. Trewitt
CRD#: 1364490
1820 Preston Park Boulevard, Suite 1155, Plano, TX 75093
86
Wealthminder
score

Mark Trewitt (CRD# 1364490) is an Investment Advisor Representative working at Vfg Advisors, Inc. in Plano, TX and has over 25 years of experience in the finance industry. Mark Trewitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Christopher M. Dukes
CRD#: 4712873
100 Corporate Pointe, Suite 382, Culver City, CA 90230
83
Wealthminder
score

Christopher Dukes (CRD# 4712873) is an Investment Advisor Representative working at Vfg Advisors, Inc. in Culver City, CA and has over 10 years of experience in the finance industry.

8
Linda J. Wimsatt
CRD#: 1401802
Vista, CA
71
Wealthminder
score

Linda Wimsatt (CRD# 1401802) is an Investment Advisor Representative working at Vfg Advisors, Inc. in Vista, CA and has over 23 years of experience in the finance industry.

9
Jason B. Vanclef
CRD#: 5096529
100 Corporate Pointe, Suite 382, Culver City, CA 90230
58
Wealthminder
score

Jason Vanclef (CRD# 5096529) is an Investment Advisor Representative working at Vfg Advisors, Inc. in Culver City, CA and has over 11 years of experience in the finance industry.

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