Van Neely is a registered investment advisor, based in Murrieta, CA, with 30 years of industry experience.
Location
Murrieta, CA
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Regulatory History (1)
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Customer Dispute
December 2001Settled
Other Business ActivitiesSells Insurance
Van is an independent insurance agent for various companies since November 2022, dedicating minimal time to this role. He also works as a coach at West Coast Krav Maga and as an Investment Advisor Representative at CIRA, dedicating full-time hours to the latter.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Cambridge Investment Research Advisors, INC.
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Cantella & CO., INC.
April 2002 - June 2023 · 21 yrs 2 mos
Cantella & CO., INC.Broker
September 1997 - December 2022 · 25 yrs 3 mos
Smith Culver InvestmentsBroker
May 1997 - August 1997 · 3 mos
Smith Barney INC.Broker
September 1995 - May 1997 · 1 yr 8 mos
State Registrations14 states
AZCAFLHIIDINKSNCNVSDTNTXVirgin IslandsWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.