Victor Caron (CRD# 2978249) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lehi, UT and has over 26 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Sep 2021 - Current | 2 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Sep 2021 - Current | 2 |
| Charles Schwab & Co, Inc. | Orem, OH | Aug 2009 - Aug 2021 | 12 |
| Charles Schawb Bank | Orem, UT | Aug 2009 - Aug 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- UT
-
Total Assets Under Management5,736MILLIONS
-
Total Number of Accounts25,612ACCOUNTS
-
Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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