John
Vinci

D. Scott Neal, Inc

CRD#7839337
Investment Advisor
in Louisville, KY

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About this Advisor

John Vinci is a financial advisor based in Louisville, Kentucky, working with D. Scott Neal, Inc. John has previously held positions at D. Scott Neal, Inc, Fit Tech Ky, LLC, Ve LLC And Ve2 Inc Dba Potbelly Louisville, and was also unemployed for a period. John is registered to provide services in Indiana, Kentucky, North Carolina, and Texas. Currently, John is part of D. Scott Neal, Inc, which operates out of Louisville, Kentucky. The firm has 1 office and 10 employees. The firm manages assets totaling $304.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at D. Scott Neal, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6440 Dutchmans Parkway
Louisville, KY 40205

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D. Scott Neal, Inc Brokerage Details

Total Assets Under Management

$304,257,262

KY Average: $949,722,027
Total Number of Employees

10

KY Average: 35
Total Number of Accounts

1,333

KY Average: 1,296
Average Account Size

$228,250

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

John Vinci Work History

2022 - Present (2 years)

D. Scott Neal, Inc

2020 - 2022 (2 years)

Fit Tech Ky, LLC

2018 - 2020 (2 years)

Unemloyed

2010 - 2018 (8 years)

Ve LLC And Ve2 Inc Dba Potbelly Louisville

Disclosures

Please visit the SEC profile of John Vinci 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 D. Scott Neal, Inc

Christopher Saccomanno
Lexington, KY
Michael Reich
Lexington, KY
John Vinci
Louisville, KY
Richard Coles
Lexington, KY
Jerome Zimmerer
Louisville, KY
David Neal
Lexington, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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