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Vincent E. Gahren

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CRD#: 4076025
VG

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 Edward Gahren, who also goes by VIncent E Gahren, Vincent Edward Gahren II, Vincent Edward Gahren Jr, Vincent Gahren, Vincent Edward Gahren Ii, was a registered financial professional .

Vincent is a previously registered financial professional and started their career in finance in 1999. Vincent had worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vincent E Gahren | Vincent Edward Gahren Ii | Vincent Edward Gahren Jr | Vincent Gahren | Vincent Edward Gahren Ii

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

December 18, 2012 - December 31, 2021

TRINITY ASSET PARTNERS, LLC

RIA
CRD#: 166360
WAXHAW, NC
Past

April 26, 2012 - August 22, 2012

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
CHARLOTTE, NC
Past

April 26, 2012 - August 22, 2012

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CHARLOTTE, NC
Past

December 15, 2011 - April 23, 2012

OSAIC FS, INC.

RIA
CRD#: 3870
CHARLOTTE, NC
Past

December 6, 2011 - April 23, 2012

OSAIC FS, INC.

BD
CRD#: 3870
CHARLOTTE, NC
Past

April 26, 2010 - September 30, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
CHARLOTTE, NC
Past

April 7, 2010 - September 30, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CHARLOTTE, NC
Past

April 6, 2009 - February 4, 2010

WADDELL & REED

RIA
CRD#: 866
CHARLOTTE, NC
Past

April 1, 2009 - February 4, 2010

WADDELL & REED

BD
CRD#: 866
CHARLOTTE, NC
Past

December 4, 2007 - August 29, 2008

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
CHARLOTTE, NC
Past

June 7, 2006 - November 30, 2007

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
CHARLOTTE, NC
Past

April 12, 2006 - August 29, 2008

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
CHARLOTTE, NC
Past

June 16, 2003 - September 9, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CHARLOTTE, NC
Past

April 22, 2003 - September 9, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 22, 2003 - September 9, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

April 5, 2001 - January 28, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

December 15, 1999 - March 20, 2001

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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: 6/12/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TA
TRINITY ASSET PARTNERS, LLC
TRINITY ASSET PARTNERS, LLC

CRD#: 166360 / SEC#:

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Contact information


Main Address
Waxhaw, NC
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


TRINITY ASSET PARTNERS, LLC

CRD#: 166360

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