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Christopher Robert Pelch

VANCE WEALTH, INC.·SANTA CLARITA, California
SIE, Series 7, Series 66Clean record13 years registeredVANCE WEALTH, INC.
26491 SUMMIT CIRCLE, SANTA CLARITA, CA 91350CRD# 6106079Firm CRD# 310162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Robert Pelch · SANTA CLARITA, CA
Registration
CRD #6106079 · VANCE WEALTH, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

VANCE WEALTH
Feb 2021 – present
CHECCHI CAPITAL ADVISERS, LLC
Jul 2019 – Feb 2021
BEVERLY HILLS, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
May 2013 – Jul 2017
PASADENA, CA
EDWARD JONES
Oct 2012 – Feb 2013
WHITTIER, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 15, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VANCE WEALTH, INC.
CRD 310162 · SEC 801-119423
AUM
$671M
Regulatory assets under management
Employees
18
1,345 client accounts
Services offered by VANCE WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VANCE WEALTH, INC. →
Introduction

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05

Frequently Asked Questions

What services does Christopher Robert Pelch offer?
Christopher Robert Pelch specializes in Financial Planning, Investment Management. Contact their office in SANTA CLARITA, California for a consultation.
What are Christopher Robert Pelch's credentials?
Christopher Robert Pelch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Robert Pelch located?
Christopher Robert Pelch is based in SANTA CLARITA, California, working with VANCE WEALTH, INC.. Their office serves clients in the SANTA CLARITA metropolitan area and surrounding communities.
How does Christopher Robert Pelch charge for services?
Christopher Robert Pelch's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANCE WEALTH, INC.?
VANCE WEALTH, INC. has approximately 18 employees and manages $671M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VANCE WEALTH, INC.

John Michael Vance
SANTA CLARITA, CA
CFP

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