Carrisa Flores has been an investment adviser representative at Vance Wealth since April 2023, and is not listed among the firm’s executive officers or direct owners.
Vance Wealth, LLC is a Santa Clarita, CA firm with $894M under management, 428 clients and 10 advisers across 5 offices, as of its May 2026 filing.
Investment adviser representative registrations
Carrisa Flores is registered as an investment adviser representative in California, since April 2023.
- CaliforniaSince 10 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 April 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7632288
- Firm
- Vance Wealth · CRD 310162
- Office
- 26491 SUMMIT CIRCLE, Santa Clarita, CA 91350
- Registration
- Investment adviser registration
- In the industry since
- April 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Carrisa Flores work?
Carrisa Flores is an investment adviser representative registered through Vance Wealth, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Carrisa Flores a financial advisor?
Yes. Carrisa Flores has a current investment-adviser registration in California, through Vance Wealth since April 2023.
How many years of experience does Carrisa Flores have?
Carrisa Flores has 3 years in the financial industry, since April 2023, across 1 adviser firm.
What exams has Carrisa Flores passed?
Carrisa Flores passed the Series 65 in April 2023.
Where is Carrisa Flores based?
Carrisa Flores’ registered office is in Santa Clarita, CA.
Is Carrisa Flores registered with FINRA?
No. Carrisa Flores has no current broker registration.
How can I verify Carrisa Flores’ record?
Search CRD 7632288 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carrisa Flores’ full registration record.
