Vincent Albert Panvini

Current Employers

Employment History

• 06/2006 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 01/2003 → Present
  Legacy Advisors, Llc
  Plymouth Meeting, PA

Other Businesses

1) Legacy Advisors, LLC; 401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462; 01/2003; Client Advisor; Advisor on estate, business succession and wealth advisory services; Investment Related; 125 hours/month; 100 hours/month during business hours; Commissions. 2) M. Holdings Securities, Inc., Portland, OR; Investment-Related; Position: Registered Representative, Start: 6/2006; 40 hrs per week during trading hours; Securities Sales. 3) The Legacy Foundation; 5 Apollo Road, Suite 100, Plymouth Meeting PA 19462; Charitable Foundation; Not investment related; Board of Directors; Vote on charitable grants for the Foundation; 04/18/2024; 5 hrs per month; 5 hrs per month during trading hours. 4) Independent, Portland, OR; Investment-Related; Position: Private Placement sales; 1 hr per week during trading hours. 5) Legacy Advisors; 5 Apollo Road Suite 100 Plymouth Meeting, PA 19462; Member Firm Affiliation; Investment Related; Client Advisor; Advising clients; 12/01/2022; 160 hours per month; 160 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-07
• S63 Uniform Securities Agent State Law Examination
  2002-01-31

Other Names

• Vince Pavini