Vance Joseph Talbot

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2013 → 01/2022
  Ascend Software, Llc
  Brea, CA
• 11/2020 → 01/2022
  Private Wealth Advisors
  Fresno, CA
• 01/2021 → Present
  Sierra Pacific Wealth Advisory Group Inc.
  Fresno, CA
• 08/2024 → Present
  Commonwealth Financial Network
  San Diego, CA
• 01/2022 → Present
  Intellichief, Llc
  Tampa, FL

Previous Registrations

• 2021-05-12 → 2025-06-07
  Sierra Pacific Wealth Advisory Group Inc.
  Fresno, CA
• 2020-11-09 → 2022-01-10
  Private Wealth Advisors
  Fresno, CA

Other Businesses

Account Executive, IntelliChief, Inc.; Located in Friant, CA, as of 01/2022; 100% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-17
• S63 Uniform Securities Agent State Law Examination
  1992-02-28