Advisor at Retirement Planners
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Firm
Retirement Planners
Location
Los Angeles, CA 90045
Credentials
Series 63, Series 65
Industry experience
8 years
Vincent Williams is a financial advisor at Retirement Planners with over eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shareholders Service Group and Ria. Outside of financial advising, he is active as a licensed insurance agent and serves as a notary at Legacy Legal Services. Retirement Planners provides financial planning and advisory services focused on retirement planning, insurance, annuities, and portfolio recommendations for individuals and small businesses. The firm operates on a non-discretionary basis, delivering written analyses and leaving implementation to clients.
Commissions from insurance, annuities, real estate, and related products
$100 per hour for financial planning services
Fee-only: $100 per hour based on complexity of financial plan
8939 S Sepulveda Blvd, Ste. 110 Dept. 298
Los Angeles, CA 90045
California
Shareholders Service Group
2019 - Present (7 years)
Ria
2015 - 2019 (4 years)
Retirement Planners
2005 - Present (21 years)
Legacy Legal Services
2003 - Present (23 years)
V.W. Financial Insurance Servies
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
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