Vincent E. Myers

FINSER INVESTMENT ADVISOR

SAN ANTONIO, TX 78205

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CRD#: 871153

Professional summary

Vincent Edward Myers is a registered financial advisor currently at FINSER INVESTMENT ADVISOR located in San Antonio, Texas and SAMCO CAPITAL MARKETS, INC. located in San Antonio, Texas.

Vincent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. Vincent has worked at 9 firms and has passed the Series 65, SIE and Series 52 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.

FINSER INVESTMENT ADISORS, INC. PRESIDENT / CCO. 10 HOURS/WEEK. 9601 McAllister Freeway, Suite 301, San Antonio, Texas 78216. INVESTMENT RELATED, ASSET/LIABILITY, PORTFOLIO SOFTWARE SYSTEM. FINSER CAPITAL CORP. EXECUTIVE VICE PRESIDENT AND DIRECTOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Edward Myers'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

January 26, 2007 - Present

FINSER INVESTMENT ADVISOR

Office #1: 106 S. St. Marys Street Suite 600, San Antonio, TX 78205

RIA

CRD#: 142570

SAN ANTONIO, TX

Current

May 19, 2006 - Present

SAMCO CAPITAL MARKETS, INC.

Office #1: Mcallister Plaza 9601 Mcallister Freeway, Suite 301, San Antonio, TX 78216

CRD#: 136532

San Antonio, TX

Past

September 20, 2004 - October 31, 2006

SAMCO FINANCIAL ADVISORS, INC.

RIA

CRD#: 112544

SAN ANTONIO, TX

Past

February 3, 2003 - May 19, 2006

PENSON FINANCIAL SERVICES, INC.

CRD#: 25866

DALLAS, TX

Past

July 20, 2000 - February 3, 2003

SERVICE ASSET MANAGEMENT COMPANY

CRD#: 47157

AUSTIN, TX

Past

December 15, 1995 - September 1, 2000

PENSON FINANCIAL SERVICES, INC.

CRD#: 25866

DALLAS, TX

Past

June 6, 1991 - December 15, 1995

SERVICE ASSET MANAGEMENT COMPANY

CRD#: 18577

Past

July 24, 1984 - June 6, 1991

FINSER INVESTMENT COMPANY

CRD#: 14981

Past

October 22, 1980 - August 31, 1982

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

Past

September 20, 1979 - February 5, 1981

FRED BAKER & ASSOCIATES, INC.

CRD#: 7133

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINSER INVESTMENT ADVISOR

CRD#: 142570 / SEC#: 801-67528

RIA

Registered Investment Advisory firm - (1/26/2007 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(11/16/2018)

Texas
(5/19/2006)

IAR

Texas
(1/26/2007)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/7/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 11/20/1978

Municipal Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FINSER INVESTMENT ADVISOR

CRD#: 142570 / SEC#: 801-67528

RIA

Registered Investment Advisory firm - (1/26/2007 Approved)

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Contact information

Main Address

9601 Mcallister Fwy, Suite 301, San Antonio, TX 78216-4633

Mailing Address

Phone number

(210) 224-5492

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FINSER INVESTMENT ADVISORS, INCE (8/25/2025)

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 1,416,901,328

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Vincent E. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Edward Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAMCO CAPITAL MARKETS, INC.

SAMCO FINANCIAL ADVISORS, INC.

PENSON FINANCIAL SERVICES, INC.

SERVICE ASSET MANAGEMENT COMPANY

PENSON FINANCIAL SERVICES, INC.

SERVICE ASSET MANAGEMENT COMPANY

FINSER INVESTMENT COMPANY

KIDDER, PEABODY & CO. INCORPORATED

FRED BAKER & ASSOCIATES, INC.

Primary Firm SEC Registration

FINSER INVESTMENT ADVISOR

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2003

SIE

Date: 10/1/2018

Series 52

Date: 11/20/1978

FINRA

Current Firm

FINSER INVESTMENT ADVISOR

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINSER INVESTMENT ADVISOR

TRUST BUT VERIFY

Contact information

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