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Viola C. Sanvordenker

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CRD#: 1564921
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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.

Viola C Sanvordenker was a registered financial professional .

Viola is a previously registered financial professional and started their career in finance in 1986. Viola had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 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

January 18, 2017 - September 16, 2019

ACT FINANCIAL PLANNING

RIA
CRD#: 113530
CITRUS HEIGHTS, CA
Past

October 19, 2016 - December 31, 2016

ACT FINANCIAL PLANNING

RIA
CRD#: 113530
CITRUS HEIGHTS, CA
Past

June 11, 1990 - April 1, 1993

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
Past

October 20, 1989 - June 11, 1990

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
Past

December 24, 1987 - October 31, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 21, 1986 - December 24, 1987

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420

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
RR
Series 63
Date: 7/22/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/24/1986
General Securities Principal Examination

Current Firm


AF
ACT FINANCIAL PLANNING
ACT FINANCIAL PLANNING | VIOLA C. SANVORDENKER

CRD#: 113530 / 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


ACT FINANCIAL PLANNING

CRD#: 113530

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