Portfolio Manager/Vice President
Financial Planning
Investment Management
Pacesetters Club, Morgan Stanley
BBA, University of Central Oklahoma
A dedicated little league coach who enjoys being outdoors with his family. Vince has been married for 18 years to his wife Tandy, who is an Attorney. They have three young children and live in Plano.
General Information |
| Insurance License#: | 1542883 |
| States Licensed in: | AZ CA CO GA IA MI NE OK TX |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Life, Long Term Care, Variable Life, Variable Annuity |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Commissions |
Education |
| Bachelor of Business Administration - Business | University of Central Oklahoma
- Edmond, OK - |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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