David Vezina is a registered investment advisor at Sequent Planning, LLC, based in Freehold, NJ, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 6,015 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Sequent Planning sets an annual fee cap of 1.75%. Individual investment adviser representatives have discretion to set fees within this limit, and fees are negotiable.
Fee Estimator
Location
54 Jerseyville Rd., Freehold, NJ, 07728
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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
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
Previous Registrations
Tfs Advisory Services
Tfs Securities, INC.Broker
First Union Securities, INC.Broker
Tfs Securities, INC.Broker
State Registrations6 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.
Exams
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