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Albert Vinas

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CRD#: 5109415
AV

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.

Albert Vinas was a registered financial professional .

Albert is a previously registered financial professional and started their career in finance in 2006. Albert had worked at 1 firm and has passed the Series 65 exam.

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 NAME OF BUSINESS IS ALBERT VINAS, AN ACCOUTANCY CORPORATION. I AM THE SOLE OWNER. THIS BUSINESS IS A CERTIFIED PUBLIC ACCOUNTING PRACTICE, WHICH IN NON-INVESTMENT RELATED. MY BUSINESS ADDRESS IS 275 N. BREA BLVD, STE B IN BREA, CA 92821. I STARTED MY PRACTICE IN 12/2004 AND SPEND APPROX 160 HRS PER MONTH DEVOTED TO MY BUSINESS.

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

May 8, 2006 - June 22, 2023

ALBERT VINAS, AN ACCOUNTANCY CORPORATION

RIA
CRD#: 139544
BREA, CA

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: 10/18/2005
Uniform Investment Adviser Law Examination

Current Firm


AV
ALBERT VINAS, AN ACCOUNTANCY CORPORATION
ALBERT VINAS, AN ACCOUNTANCY CORPORATION | VINAS, ALBERT M.

CRD#: 139544 / SEC#:

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Contact information


Main Address
1370 Brea Blvd, Ste 124, Brea, CA 92835
Mailing Address
Phone number
(714) 990-9994
Established
Firm type
Fiscal year end
# of Employees
1

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


ALBERT VINAS, AN ACCOUNTANCY CORPORATION

CRD#: 139544

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