Best Investors
Account
Sign in
Vail Financial Advisors CRD 312568
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Vail, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Phoenix | AZ | 07/2012 | 12/2020 |
| Singer Ventures, Llc Dba Vail Financial Advisors | Tempe | AZ | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-15 |
Reach out to this advisor