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John Michael Vance

VANCE WEALTH, INC.·SANTA CLARITA, California
Clean recordVANCE WEALTH, INC.
26491 SUMMIT CIRCLE, SANTA CLARITA, CA 91350CRD# 3005006Firm CRD# 310162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Vance · SANTA CLARITA, CA
Registration
CRD #3005006 · VANCE WEALTH, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Michael Vance is a registered financial advisor based in SANTA CLARITA, California, affiliated with VANCE WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VANCE WEALTH, INC.
VANCE WEALTH
AUM
$671M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at VANCE WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 3005006
Firm CRD# 310162
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Michael Vance offer?
John Michael Vance specializes in Financial Planning, Investment Management. Contact their office in SANTA CLARITA, California for a consultation.
What are John Michael Vance's credentials?
John Michael Vance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Vance located?
John Michael Vance 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 John Michael Vance charge for services?
John Michael Vance'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.

Christopher Robert Pelch
SANTA CLARITA, CA
Lisa Anne Maloney
SANTA CLARITA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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