Unclaimed Profile

Vance Philip Albitz

ALBITZ/MILOE AND ASSOCIATES, INC.·TORRANCE, California

SIE, Series 7, Series 66CFPClean record10 years registeredALBITZ/MILOE AND ASSOCIATES, INC.

23133 HAWTHORNE BLVD., STE 305, TORRANCE, CA 90505CRD# 5856837Firm CRD# 104777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Vance Philip Albitz · TORRANCE, CA

Registration

CRD #5856837 · ALBITZ/MILOE AND ASSOCIATES, INC. · 10 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

ALBITZ/MILOE AND ASSOCIATES, INC.

Feb 2017 – present

CETERA ADVISOR NETWORKS LLC

May 2016 – Jun 2023

EL SEGUNDO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 10, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALBITZ/MILOE AND ASSOCIATES, INC.

CRD 104777 · SEC 801-22365

AUM

$606M

Regulatory assets under management

Employees

1,212 client accounts

Services offered by ALBITZ/MILOE AND ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALBITZ/MILOE AND ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Vance Philip Albitz offer?

Vance Philip Albitz specializes in Investment Management. Contact their office in TORRANCE, California for a consultation.

What are Vance Philip Albitz's credentials?

Vance Philip Albitz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Vance Philip Albitz located?

Vance Philip Albitz is based in TORRANCE, California, working with ALBITZ/MILOE AND ASSOCIATES, INC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.

How does Vance Philip Albitz charge for services?

Vance Philip Albitz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALBITZ/MILOE AND ASSOCIATES, INC.?

ALBITZ/MILOE AND ASSOCIATES, INC. has approximately 5 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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