John Cordeiro

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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.

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General Information

Firm Start Year

2015

No. of Employees

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

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

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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

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Paladin Research Report For:

Vintage Wealth Advisors