Vance Quatez Bennett
CFP®Professional Summary
Vance Quatez Bennett, CFP® is a registered financial advisor currently at PARALLEL EQUITY ADVISORS LTD. located in Dublin, Ohio and FORTUNE FINANCIAL SERVICES, INC. located in Dublin, Ohio. Vance is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Vance has worked at 4 firms and has passed the SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
PARALLEL EQUITY ADVISORS LTD. | SYMPHONY PARTNERS ADVISORY LTD., LLC | SYMPHONY PARTNERS ADVISORY LTD. | PARALLEL EQUITY ADVISORS LTD., LLC
Contact Information
Main Address
5650 Blazer Parkway Suite 112, Dublin, OH 43017Phone Number
(614) 354-5452# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
387AUM (Assets Under Management)
$50,364,473Similar Advisors
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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.
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State Registrations and Notice Filings
(9/20/2017)
(1/24/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1997About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Vance Quatez Bennett's CRS (Customer Relationship Summary).
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