John
Vance
Vance Wealth
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About this Advisor
John Vance is a financial advisor based in Santa Clarita, California, working with Vance Wealth. John has previously held positions at Raymond James Financial Services, Pasadena City College, Sentryan Insurance Center, Vance Wealth, Inc, Community Education, Raymond James Financial Services Advisors, Inc, Wanda LLC, Second Saturday-Pasadena, and Santa Clarita Valley Chamber Of Commerce. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, John is part of Vance Wealth, which operates out of Santa Clarita, California. The firm has 2 offices and 18 employees. The firm manages assets totaling $670.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Vance Wealth includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vance Wealth Brokerage Details
$670,810,625
18
1,345
$498,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
John Vance Work History
Vance Wealth, Inc
Santa Clarita Valley Chamber Of Commerce
Sentryan Insurance Center
Wanda LLC
Second Saturday-Pasadena
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Community Education
Pasadena City College
Disclosures
Please visit the SEC profile of John Vance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vance Wealth
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
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