David James Vezina

11 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Sequent Planning, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

5,102 clients

Average Client Portfolio

$77K average

Assets Under Management

$394.7M

Fee Structure

Minimum Investment:None

Location

8420 West Dodge Road, Suite 110, Omaha, NE, 68114

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

David is an annuity manager at 1st Jersey Insurance Agency since 2017, servicing Medicare clients. This takes a few hours per week during trading hours.

Employment History

Current Registrations

Sequent Planning, LLC

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

Tfs Advisory Services

October 2018 - November 2023 · 5 yrs 1 mo

Tfs Securities, INC.Broker

June 2018 - November 2023 · 5 yrs 5 mos

First Union Securities, INC.Broker

March 2001 - January 2002 · 10 mos

Tfs Securities, INC.Broker

August 1997 - January 2001 · 3 yrs 5 mos

State Registrations6 states

CAFLNJORPASC

Advisor

Exams

No exam information available for this advisor.