Vincent Baroldi (CRD# 4784970) is an Investment Advisor Representative working at Baroldi Gundersen Financial Advisors LLC in Foothill Ranch, CA and has over 19 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baroldi Gundersen Financial Advisors, LLC | Foothill Ranch, CA | Nov 2021 - Current | 2 |
| Baroldi Gundersen, LLP | Foothill Ranch, CA | Jul 2001 - Current | 22 |
| Harvest Investment Services, LLC | Foothill Ranch, CA | Sep 2018 - Nov 2021 | 3 |
| Baroldi & Associates, Cpas | Misison Viejo, CA | Jul 2001 - Dec 2020 | 19 |
| Proequities, Inc. | Mission Viejo, CA | Apr 2004 - Aug 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- CA
- TX
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts241ACCOUNTS
-
Average Account Value$200,735
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, TX
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