JohnCordeiro- Financial Advisor Napa, CA

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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.

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General Information

Firm Start Year

2015

No. of Employees

CRD#

2319931

Firm CRD#

151298

Insurance License#

CA Insurance Lic. # 0F17714

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

CA, OR

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities, Financial Advice & Consulting, Investment Advice & Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Health, Life, Long Term Care, Variable Life, Annuity, Disability

Compensation and Fees

Fee Structure

Fee-Based

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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Paladin Research Report For:

John Cordeiro

Vintage Wealth Advisors