Vivid Financial Management, Inc.

Vivid Financial Management, Inc. (CRD# 281392) is a financial advisory firm headquartered in Orcutt, CA. They manage $205,874,000 in 3,469 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    3,469
    ACCOUNTS
  • Average Account Value
    $59,347
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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.

AZ, CA, CO, HI, ID, LA, MI, MN, NV, PA, TN, TX, UT, VA, WA

Financial Advisors at Vivid Financial Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Bradley R. Boulton
CRD#: 5977189
340 East Clark Ave., Orcutt, CA 93455
93
Wealthminder
score

Bradley Boulton (CRD# 5977189) is an Investment Advisor Representative working at Vivid Financial Management, Inc. in Orcutt, CA and has over 6 years of experience in the finance industry. Bradley Boulton 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.

2
Julie A. Darrah
CRD#: 2102014
340 East Clark Ave., Orcutt, CA 93455
93
Wealthminder
score

Julie Darrah (CRD# 2102014) is an Investment Advisor Representative working at Vivid Financial Management, Inc. in Orcutt, CA and has over 16 years of experience in the finance industry.

3
Michael R. Gorbell
CRD#: 4938433
340 East Clark Ave., Orcutt, CA 93455
93
Wealthminder
score

Michael Gorbell (CRD# 4938433) is an Investment Advisor Representative working at Vivid Financial Management, Inc. in Orcutt, CA and has over 11 years of experience in the finance industry.

4
Kirk W. Leishman
CRD#: 2232261
340 East Clark Ave., Orcutt, CA 93455
93
Wealthminder
score

Kirk Leishman (CRD# 2232261) is an Investment Advisor Representative working at Vivid Financial Management, Inc. in Orcutt, CA and has over 25 years of experience in the finance industry.

5
Calvin C. Harris
CRD#: 6112644
340 East Clark Ave., Orcutt, CA 93455
90
Wealthminder
score

Calvin Harris (CRD# 6112644) is an Investment Advisor Representative working at Vivid Financial Management, Inc. in Orcutt, CA and has over 5 years of experience in the finance industry.

6
Todd M. Woodland
CRD#: 1696805
340 East Clark Ave., Orcutt, CA 93455
90
Wealthminder
score

Todd Woodland (CRD# 1696805) is an Investment Advisor Representative working at Vivid Financial Management, Inc. in Orcutt, CA and has 1 year of experience in the finance industry. Todd Woodland 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.