Victor H. Espino
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Victor Hugo Espino's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 8, 2024 - Present
MERIDIAN VENTURE PARTNERS, INC
April 30, 2024 - August 1, 2024
ENCOMPASS MORE INVESTMENTS, LLC
April 25, 2024 - August 1, 2024
ENCOMPASS MORE ASSET MANAGEMENT LLC
August 4, 2020 - April 17, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
August 3, 2020 - April 17, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/8/2024)
Exams
Series 6TO
Date: 7/20/2020
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
MERIDIAN VENTURE PARTNERS, INC
CRD#: 332975 / SEC#:
Contact information
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.
