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Paladin Research Report For:

John Cordeiro

Vintage Wealth Advisors

513 Lincoln Avenue
Napa, CA 94558
707-492-5100

About John Cordeiro

John Cordeiro is the CEO/President of Vintage Wealth Advisors where he provides clients with invaluable financial guidance as a wealth advisor. He has over 20 years of experience working with individuals, families and small to mid-sized companies in the Napa Valley. John considers himself a life advisor who specializes in money. His goal is to create a legacy for every client he has the opportunity to work with. Education: John received his Bachelor of Science in Finance from California State University, Sacramento in 1993. He holds his Series 6, 7 and 63 with LPL Financial and Series 65 with Financial Advocates Investment Management. He also has his California Life and Health insurance license #OB26203. Interests: John is very active in his local community. He is a member of the Sunrise Rotary Club, a board member at the Queen of the Valley hospital and the Napa Boys and Girls Club. He also volunteers with several other non-profit organizations. John enjoys spending time with his wife Donna and two children.

See Disclosures

General Information

Firm Start Year
  • 2015
No. of Employees
  • 5-9
CRD#
  • 2319931
Firm CRD#
  • 151298
Insurance License#
  • CA Insurance Lic. # 0F17714
Name of Broker/Dealer
  • LPL Financial
Name of Custodial Firm
  • LPL Financial
States Licensed in
  • CA, OR
Years of Experience in Financial Services
  • 31
Number of Years with Current Firm
  • 3
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
  • Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities, Financial Advice & Consulting, Investment Advice & Management

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes

Qualifications & Membership

Securities Licenses
  • Series 7, Series 63, Series 65
Insurance and Annuity Licenses
  • Health, Life, Long Term Care, Variable Life, Annuity, Disability

Compensation and Fees

Fee Structure
  • Fee-Based

Education

Bachelor of Science - Finance -

California State University, Sacramento
08/01/1989 -6/01/1993

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.finra.org https://www.sipc.org

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890021/paladinregistry-Vintage-Wealth-Advisors-detailed-disclosure.html

Disclaimer

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