Victor H. Espino

MERIDIAN VENTURE PARTNERS,

LONG BEACH, CA

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CRD#: 6095579

Professional summary

Victor Hugo Espino, who also goes by VIctor Espino, is a registered financial advisor currently at MERIDIAN VENTURE PARTNERS, INC located in Long Beach, California.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Victor has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Victor Espino

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.

-09/2017: Muladhara Venture: Not Investment related; 928 S Broadway #551, Los Angeles Ca 90015; Real Estate flips, DBA ATM machine placement in stores, DBA Credit Card Processing systems at stores; Silent Partner, LLC Member; 33% Ownership; 2Hours a week. -01/2016: The Tax Council: Not Investment Related. 1100 Corporate Center Dr. #220, Monterey Park, Ca 91754. Accountant 20 Hours a week. 100% Owner of the company. -Insurance agent -Member of LLC related to real estate.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Hugo Espino'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

November 8, 2024 - Present

MERIDIAN VENTURE PARTNERS, INC

RIA

CRD#: 332975

LONG BEACH, CA

Past

April 30, 2024 - August 1, 2024

ENCOMPASS MORE INVESTMENTS, LLC

CRD#: 318438

Valencia, CA

Past

April 25, 2024 - August 1, 2024

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA

CRD#: 322382

DANVILLE, CA

Past

August 4, 2020 - April 17, 2024

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

SANTA FE SPRINGS, CA

Past

August 3, 2020 - April 17, 2024

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

SANTA FE SPRINGS, 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
(11/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/29/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/9/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 7/20/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 6/15/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/20/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MERIDIAN VENTURE PARTNERS, INC

CRD#: 332975 / SEC#:

California

Registered Investment Advisory firm - (11/8/2024 Approved)

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Contact information

Main Address

Long Beach, CA

Mailing Address

Phone number

(562) 512-5152

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 297,390

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.

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Advisor Monitoring

Firm Stability Insights

Victor H. Espino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Hugo Espino's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENCOMPASS MORE INVESTMENTS, LLC

ENCOMPASS MORE ASSET MANAGEMENT LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/29/2020

Series 65

Date: 7/9/2020

Series 6TO

Date: 7/20/2020

SIE

Date: 6/15/2020

Series 6

Date: 11/20/2015

Current Firm

MERIDIAN VENTURE PARTNERS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MERIDIAN VENTURE PARTNERS, INC

TRUST BUT VERIFY

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