VF
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Victor Furniss
14 Years of Experience
Miami, FL
2 DisclosuresBroker
Victor Furniss is a registered investment advisor at Cetera Investment Advisers LLC, based in Miami, FL, with 14 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
8900 SW 107th Avenue, Miami, FL, 33176
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2023Settled
Customer Dispute
May 2018Denied
Other Business Activities
Victor is the treasurer and officer of a Mason Lodge, balancing the books and acting as a signatory on the checking account. This requires minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2015 - Present · 10 yrs 8 mos
Cetera Investment Services LLCBroker
September 2015 - Present · 10 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - September 2015 · 2 yrs 11 mos
Chase Investment Services CORP.Broker
August 2011 - October 2012 · 1 yr 2 mos
State Registrations9 states
ALCOFLMNNMNYOHPRVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.