VC
VC

Vincent Rico Cione

24 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
685 clients
Average Client Portfolio
$241K average
Assets Under Management
$165.0M

Fee Structure

Minimum Investment:$100K
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Location

1952 Mcdowell Rd, Suite 101, Naperville, IL, 60563

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History

Regulatory History (1)
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Customer Dispute
April 2008
Withdrawn
Other Business ActivitiesSells Insurance

Vincent is an agent selling fixed/traditional insurance products since 2017, dedicating minimal time to this activity. He is also a Senior Wealth Manager at T2 Asset Management LLC, managing investment accounts and spending about a quarter of his time on this.

Employment History
Current Registrations
Purshe Kaplan Sterling Investments
February 2017 - Present · 9 yrs
Purshe Kaplan Sterling InvestmentsBroker
February 2017 - Present · 9 yrs
T2 Asset Management, LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Wayne Hummer Investments L.L.C.
June 2011 - January 2017 · 5 yrs 7 mos
Wayne Hummer Investments L.L.C.Broker
September 2005 - January 2017 · 11 yrs 4 mos
Chase Investment Services CORP.
July 2005 - September 2005 · 2 mos
Chase Investment Services CORP.Broker
July 2005 - September 2005 · 2 mos
Banc One Securities Corporation
November 2002 - July 2005 · 2 yrs 8 mos
Banc One Securities Corporation
June 2002 - October 2002 · 4 mos
Banc One Securities CorporationBroker
December 2001 - July 2005 · 3 yrs 7 mos
State Registrations7 states
AZFLILINKYMEWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Vincent Rico Cione - Financial Advisor | TrueAdvisor