Vincent Croom is a CFP-designated registered investment advisor, based in Chula Vista, CA, with 21 years of industry experience.
Location
Chula Vista, 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vincent is an independent insurance agent for various companies since 2012, dedicating a few hours per week. He also owns rental property and is the CEO of The Financial Effect, a personal finance blog, which takes about a quarter of his time. He is also an advisory representative of a RIA, CIRA, dedicating full-time hours, and the President of Croom Financial, providing tax services, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations20 states
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