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JV

Juan Verdin

WILSON FINANCIAL ADVISORS
Garden Grove, CA 92840
CRD#: 5662101
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JV
Juan VerdinWILSON FINANCIAL ADVISORS

Professional summary

Juan Verdin is a registered financial advisor currently at WILSON FINANCIAL ADVISORS, LLC located in Garden Grove, California.

Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Juan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Verdin'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

July 27, 2018 - Present

WILSON FINANCIAL ADVISORS, LLC

Office #1: 12419 Lewis Street #202, Garden Grove, CA 92840
RIA
CRD#: 289782
Garden Grove, CA
Past

June 26, 2014 - January 4, 2018

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
GARDEN GROVE, CA
Past

February 28, 2014 - January 4, 2018

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
GARDEN GROVE, CA
Past

June 10, 2009 - February 5, 2014

OSAIC SERVICES, INC.

BD
CRD#: 133763
IRVINE, 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
(7/27/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/6/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/4/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/4/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/8/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/9/2009
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/15/2012
General Securities Principal Examination

Current Firm

WF
WILSON FINANCIAL ADVISORS, LLC
WILSON FINANCIAL ADVISORS, LLC

CRD#: 289782 / SEC#:

California
Registered Investment Advisory firm - (7/27/2018 Approved)
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Contact information

Main Address
12419 Lewis Street #202, Garden Grove, CA 92840
Mailing Address
Phone number
(714) 204-0870
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts153
AUM (Assets Under Management)$ 8,614,450

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

WILSON FINANCIAL ADVISORS, LLC

CRD#: 289782Garden Grove, CA 92840

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