Financial Vision LLC
Financial Vision LLC (CRD# 123659) is a financial advisory firm headquartered in Goleta, CA. They manage $66,240,000 in 134 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Vision LLC
By the Numbers
-
Total Assets Under Management66MILLION
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Total Number of Accounts134ACCOUNTS
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Average Account Value$494,328
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Financial Vision LLC
1
Ryan Wolfshorndl (CRD# 5950446) is an Investment Advisor Representative working at Financial Vision LLC in Goleta, CA and has 1 year of experience in the finance industry.
2
Joshua Yager (CRD# 2638956) is an Investment Advisor Representative working at Financial Vision LLC in Goleta, CA and has over 28 years of experience in the finance industry.
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