Vito Francone (CRD# 2349326) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Capital Securities, LP | Orange, CA | Mar 2017 - Current | 7 |
| Insurance Agent | Newport Beach, CA | Jan 2006 - Current | 18 |
| Independent Financial Group Inc. | Buena Park, CA | Aug 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management121MILLIONS
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Total Number of Accounts531ACCOUNTS
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Average Account Value$227,476
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NJ, NY, OR, PA, SC, TX, WA
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