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VL

Vincent D. Loban

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CRD#: 1142586
VL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Vincent Depaul Loban was a registered financial advisor .

Vincent is a previously registered financial advisor and started their career in finance in 1983. Vincent had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 15, 2012 - July 1, 2014

STRATEGIES FOR A SUCCESSFUL RETIREMENT

RIA
CRD#: 160456
CITRUS HEIGHTS, CA
Past

December 6, 2010 - August 31, 2011

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN DIEGO, CA
Past

December 7, 2004 - October 6, 2010

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
CITRUS HEIGHTS, CA
Past

March 22, 2002 - October 21, 2004

HIGH MARK SECURITIES, INC.

BD
CRD#: 42467
LAKELAND, FL
Past

July 24, 1995 - March 7, 2002

SICOR SECURITIES INC

BD
CRD#: 16195
DAYTON, OH
Past

January 20, 1993 - August 23, 1993

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

July 21, 1992 - December 31, 1992

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
ATLANTA, GA
Past

July 18, 1983 - January 15, 1992

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/14/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SF
STRATEGIES FOR A SUCCESSFUL RETIREMENT
LOBAN VINCENT DE PAUL | LOBAN, VINCENT | STRATEGIES FOR A SUCCESSFUL RETIREMENT

CRD#: 160456 / SEC#:

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Contact information


Main Address
Citrus Heights, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGIES FOR A SUCCESSFUL RETIREMENT

CRD#: 160456

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