Virginia E. Havens

19 Years of Experience

Broker

Areas of Practice

Retirement PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingEstate PlanningCharitable GivingInvestment Management

Ministry Partners Securities, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

115 clients

Average Client Portfolio

$132K average

Assets Under Management

$15.2M

Fee Structure

Minimum Investment:$25K

Location

One Pointe Dr, Suite 205, Brea, CA, 92821

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Ministry Partners Securities, LLC

June 2014 - Present · 11 yrs 8 mos

Ministry Partners Securities, LLCBroker

March 2012 - Present · 13 yrs 11 mos

Previous Registrations

Strongtower Financial, INC.Broker

November 2006 - December 2011 · 5 yrs 1 mo

Merrill Lynch Pierce Fenner & Smith INC.

October 2005 - February 2006 · 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2005 - February 2006 · 5 mos

State Registrations13 states

AZCACODCFLGAIDILNVOHPASCWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.