VW
Vincent A. Willyard
EVOLUTION GLOBAL ADVISORS
SAN DIEGO, CA 92122
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CRD#: 5004669
VW
Professional summary
Vincent Alton Willyard, who also goes by VIncent Willyard, is a registered financial advisor currently at EVOLUTION GLOBAL ADVISORS, LLC located in San Diego, California.
Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Vincent has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Vincent Willyard
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.
1. Luna Grill - Restaurant, 13520 Evening Creek Dr. North, suite 400-A, San Diego, CA 02128, Director on Board, 04/2017, 2 hours per month, o hours during securities trading, advise on company strategy. 2. Miramar West - Real Estate LLC, 13520 Evening Creek Dr. North, Suite 400-A, San Diego, CA 92128, owns and leases commercial real estate, LLC Member (passive), 02/2016, 0 hour per month/during trading hours, no duties (passive owner). 3. Santee - Mission Plaza LLC - 13520 Evening Creek Dr. North, Suite 400-A, San Diego, CA 92128, owns and leases commercial real estate, LLC Member (passive), 08/2013, 0 hour per month/during trading hours, no duties (passive owner). 4. Evolution Properties, LLC, Genesis Properties and Wasatch Properties; all own rental real estate properties, 14662 Encendido, San Diego, CA 92127, Owner/Manager of all LLCs, one hour per month, 0 during trading hours 5. OBH LLC - 13520 Evening Creek Dr. North, Suite 400-A, San Diego, CA 92128, owns and rents real estate, LLC Member (passive), 11/2017, 0 hour per month/during trading hours, no duties (passive owner).
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Alton Willyard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 18, 2018 - Present
EVOLUTION GLOBAL ADVISORS, LLC
Office #1: 4660 La Jolla Village Drive Suite 100, San Diego, CA 92122RIA
CRD#: 292350
SAN DIEGO, CA
Past
August 1, 2005 - July 12, 2007
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC
RIA
CRD#: 104606
SAN DIEGO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/18/2018)
Exams
Current Firm
EG
EVOLUTION GLOBAL ADVISORS, LLC
EVOLUTION GLOBAL ADVISORS, LLC | SPECTRUM GLOBAL ADVISORS, LLC
CRD#: 292350 / SEC#:
California
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Contact information
Main Address
4660 La Jolla Village Drive Suite 100, San Diego, CA 92122
Mailing Address
Phone number
(760) 459-1550
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 2,961,954 |
Red Flags
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