Daniel Vincent is a registered investment advisor, based in Chico, CA, with 24 years of industry experience.
Location
2611 Forest Avenue, Suite 120, Chico, CA, 95928
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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
Daniel sells equity indexed annuities and insurance products in California, dedicating minimal time to each. He also owns rental property, is a trustee for his father's living trust, and owns Vincent Financial Group, Inc., which provides tax and investment services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
H.D. Vest Investment ServicesBroker
State Registrations4 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.