Vector Financial Solutions, Inc.

Vector Financial Solutions, Inc. (CRD# 291895) is a financial advisory firm headquartered in Escondido, CA. They manage $56,107,004 in 261 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
139 East 3rd Ave, Escondido, CA 92025
https://www.linkedin.com/in/david-wilson-06137711/
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $214,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Vector Financial Solutions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark Lamb, financial advisor Escondido CA
Mark A. Lamb
CRD#: 2248587
139 East 3rd Ave, Escondido, CA 92025

Mark Lamb (CRD# 2248587) is an Investment Advisor Representative working at Vector Financial Solutions, Inc. in Escondido, CA and has over 31 years of experience in the finance industry.

2
David Wilson, financial advisor Escondido CA
David Wilson
CRD#: 1446677
139 East 3rd Ave, Escondido, CA 92025

David Wilson (CRD# 1446677) is an Investment Advisor Representative working at Vector Financial Solutions, Inc. in Escondido, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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