Vance Angelo Lavizzo

Employer firm

Alliance Advisory & Securities, LLC CRD 18835

$687M regulatory AUM 675 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 11/2021
  Alliance Advisory & Securities, Inc.
  Westlake Village, CA
• 10/2010 → 08/2019
  Lac Group
  Newbury Park, CA
• 12/2021 → Present
  Alliance Advisory & Securities, Llc
  Westlake Village, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-12-16

Designations

• Certified Financial Planner