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Paladin Research Report For:

John Cordeiro

Vintage Wealth Advisors

513 Lincoln Avenue
Napa, CA 94558
707-492-5100

About John Cordeiro

Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.

See Disclosures

General Information

Firm Start Year
  • 2015
No. of Employees
  • 5-9

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor of Science - Finance -
  • California State University, Sacramento
    08/01/1989 -6/01/1993

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.finra.org https://www.sipc.org

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890021/paladinregistry-Vintage-Wealth-Advisors-detailed-disclosure.html

Disclaimer

The Financial Consultants at Vintage Wealth Advisors are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management, Vintage Wealth Advisors, and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ CA CO DC FL IA ID IN KS MT NC NM NV OR TX VA WA TN

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