VB
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Vinchenza Burney

8 Years of Experience
Broomfield, CO
Broker

Vinchenza Burney is a registered investment advisor at Cetera Investment Advisers LLC, based in Broomfield, CO, with 8 years of industry experience. Vinchenza 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

6363 W. 120th Ave, Ste 201, Broomfield, CO, 80020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Vinchenza is a financial professional for MBA Wealth Management, a supervisor for Fox-Smith Wealth Management, and the owner of MH Wealth Management; these activities take up nearly full-time hours. She also leads a 4-H club and owns Mended Heart Ranch, dedicating a few hours per week and about 10-20% of her time, respectively.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
May 2017 - Present · 9 yrs
Previous Registrations
Cetera Advisor Networks LLC
January 2018 - June 2023 · 5 yrs 5 mos
State Registrations28 states
ALAZCACOFLGAIAIDILINKSMAMDMNMONCNENMNYOHOKORPATXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Vinchenza Burney - Financial Advisor | TrueAdvisor