Vincent Albert Vantassel

Employer firm

United Advisors America CRD 147350

$447M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2010 → Present
  Alliance America Corporation
  University Park, FL
• 09/2009 → Present
  United Advisors America Corporation
  Prosper, TX

Previous Registrations

• 2004-07-12 → 2004-11-30
  Creative Financial Designs, Inc.
  Kokomo, IN

Other Businesses

Insurance Agent for Alliance America Corporation, a life and health insurance agency located in University Park, FL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-18
• S63 Uniform Securities Agent State Law Examination
  1995-04-28

Other Names

• Vince Albert Vantassel
• Vince Albert Vantassel