Email
info@vintage-wealth.com
Disclaimer

Client Relationship Summary PDF

The Financial Consultants at Vintage Wealth Advisors are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management, Vintage Wealth Advisors, and LPL Financial are separate entities.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ CA CO DC FL IA ID IN KS MT NC NM NV OR TX VA WA TN

LPL CRS Form

700 Main St Suite 305
Napa, CA 94559
United States

First Name
John
Last Name
Cordeiro
Fax
877-787-5499
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.