VC
VC

Victor Clement

12 Years of Experience
Cerritos, CA
BrokerSells Insurance

Victor Clement is a registered investment advisor at Financial Essentials 4 Life, INC., based in Cerritos, CA, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cerritos, CA

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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.

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Other Business ActivitiesSells Insurance

Victor is an insurance agent since 2009, dedicating a few hours per week to insurance sales. He also serves as Treasurer for Grace Presbyterian Church and Head of Production for Land Dragon Films, and is President/COO of Financial Essentials 4 Life, Inc., spending full-time hours on this activity.

Employment History
Current Registrations
Financial Essentials 4 Life, INC.
May 2025 - Present · 1 yr
Innovation Partners LLC
April 2025 - Present · 1 yr 1 mo
Innovation Partners LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Regal Investment Advisors LLC
December 2015 - March 2025 · 9 yrs 3 mos
Regulus Financial Group, LLCBroker
December 2015 - March 2025 · 9 yrs 3 mos
Transamerica Financial Advisors, INC.
September 2013 - December 2015 · 2 yrs 3 mos
Transamerica Financial Advisors, INCBroker
August 2013 - December 2015 · 2 yrs 4 mos
State Registrations11 states
ARAZCACOGAIALANYTXVAWA
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.