June Vinci is a registered investment advisor at Osaic Wealth, INC., based in Tustin, CA, with 38 years of industry experience. June operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1422 Edinger Avenue, Suite 230, Tustin, CA, 92780
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
June is a FINRA arbitrator, a sole proprietor selling insurance (life, disability, and long-term care), and a successor trustee for family trusts. She also runs her business through NAVJAV, LLC, offering benefit consulting, health insurance, and financial consulting, and operates Vinci Financial as a DBA for financial services; these activities take about a quarter of her time each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Integrated Trading and Investments, INC.Broker
National Planning CorporationBroker
Sii Investments, INC.Broker
Financial Network Investment CorporationBroker
Asb Financial ServicesBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.