Vadim Lyulkin is a registered investment advisor at The Dean's List, based in San Diego, CA. Vadim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
The Dean's List does not offer investment management services. They provide portfolio reviews and investment consultations for a one-time flat fee.
Location
San Diego, CA
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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.
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Vadim is the co-CEO and a major shareholder of Cardiff, Inc., a small business lender. He dedicates about half his time to overseeing underwriting, management of loan products, and raising capital.
Employment History
Current Registrations
The Dean's List
State Registrations1 state
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