Vincent Myers is a registered investment advisor at Finser Investment Advisor, based in San Antonio, TX, with 44 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.02% |
Minimum fee of $500/month may apply if the calculated asset-based fee is less than $500. A clearing charge of $30 per trade will be assessed.
Fee Estimator
Location
106 S. St. Marys Street, Suite 600, San Antonio, TX, 78205
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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 Activities
Vincent is the President and CCO of Finser Investment Advisors, Inc., dedicating about a quarter of his time to this role. He is also the Executive Vice President and Director of Finser Capital Corp.
Employment History
Current Registrations
Finser Investment Advisor
Samco Capital Markets, INC.Broker
Previous Registrations
Samco Financial Advisors, INC.
Penson Financial Services, INC.Broker
Service Asset Management CompanyBroker
Service Asset Management CompanyBroker
Service Asset Management CompanyBroker
Finser Investment CompanyBroker
Kidder, Peabody & CO. IncorporatedBroker
Fred Baker & Associates, INC.Broker
State Registrations2 states
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.