Sergio Villa
CRD Number: 5015598Current Firm: United Planners' Financial Services Of America A Limited Partner
Sergio Villa (CRD# 5015598) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Santa Barbara, CA and has over 18 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sergio Villa | Santa Barbara, CA | Mar 2021 - Current | 3 |
| United Planners Financial Services | Scottsdale, AZ | Sep 2016 - Current | 7 |
| Alliance Wealth Strategies | Santa Barbara, CA | Oct 2015 - Current | 8 |
| Santa Barbara City College/santa Barbara Unified School District | Santa Barbara, CA | Nov 2014 - Current | 9 |
| Santa Barbara City College/santa Barbara Unified School District | Santa Barbara, CA | Nov 2014 - Current | 9 |
| Child Evangelism Fellowship | Santa Barbara, CA | Nov 2012 - Current | 11 |
| Alliance Wealth Strategies | Santa Barbara, CA | May 2009 - Current | 15 |
| Santa Barbara Children's Museum (moxi) | Santa Barbara, CA | Nov 2008 - Current | 15 |
| Securities America, Inc. | Santa Barbara, CA | Jan 2013 - Sep 2016 | 3 |
| Securities America Advisors, Inc. | Santa Barbara, CA | Jan 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
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.
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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