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VW

Van R. Whiting

ONEMONEY
San Diego, CA 92037
Some features on this profile are disabled
CRD#: 5107875
VW

Professional summary

Van Robert Whiting JR, who also goes by Van Robert Whiting, is a registered financial advisor currently at ONEMONEY located in San Diego, California.

Van is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Van has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Van Robert Whiting

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.REAL ESTATE OWNERSHIP. NON-INVESTMENT RELATED. PART-TIME DURING BUSINESS HOURS. SAME ADDRESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Van Robert Whiting JR'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®
None

Experience

Current

February 11, 2021 - Present

ONEMONEY

Office #1: 7449 Girard Avenue, San Diego, CA 92037
RIA
CRD#: 155391
San Diego, CA
Past

February 2, 2018 - December 31, 2020

ONEMONEY

RIA
CRD#: 155391
LA JOLLA, CA
Past

May 7, 2014 - December 31, 2017

ONEMONEY

RIA
CRD#: 155391
LA JOLLA, CA
Past

October 18, 2011 - December 31, 2013

ONEMONEY

RIA
CRD#: 155391
SAN DIEGO, CA
Past

August 22, 2006 - December 22, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SAN DIEGO, CA
Past

August 15, 2006 - December 22, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
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
(2/11/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/21/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/14/2006
General Securities Representative Examination

Current Firm

ON
ONEMONEY
ONEMONEY | WHITING, VAN ROBERT D/B/A ONEMONEY | WHITING, VAN ROBERT | VAN ROBERT WHITING D/B/A ONEMONEY

CRD#: 155391 / SEC#:

California
Registered Investment Advisory firm - (2/11/2021 Approved)
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Contact information

Main Address
7449 Girard Avenue, La Jolla, CA 92037
Mailing Address
Phone number
(858) 232-2524
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 6,000,000

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

ONEMONEY

CRD#: 155391San Diego, CA 92037

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