Vance Lavizzo has been an investment adviser representative at Alliance Advisory & Securities since December 2019, and is not listed among the firm’s executive officers or direct owners.
Alliance Advisory & Securities, LLC is a Westlake Village, CA firm with $687M under management, 675 clients and 14 advisers across 5 offices, as of its September 2026 filing.
- – present · 6 yearsWestlake Village, CA · Adviser representative · Firm CRD 18835
Investment adviser representative registrations
Vance Lavizzo is registered as an investment adviser representative in California, since December 2019.
- CaliforniaSince 18 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 19 March 2024 |
| Series 66 | Uniform Combined State Law Examination | 16 December 2019 |
| SIE | Securities Industry Essentials Examination | 20 August 2019 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Vance Angelo Lavizzo
- CRD
- 7176414
- Firm
- Alliance Advisory & Securities · CRD 18835
- Office
- 31248 E. OAK CREST DRIVE STE 100, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- October 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Vance Lavizzo work?
Vance Lavizzo is an investment adviser representative registered through Alliance Advisory & Securities, LLC since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Vance Lavizzo a financial advisor?
Yes. Vance Lavizzo has a current investment-adviser registration in California, through Alliance Advisory & Securities since December 2019.
How many years of experience does Vance Lavizzo have?
Vance Lavizzo has 7 years in the financial industry, since October 2019, across 1 adviser firm.
What exams has Vance Lavizzo passed?
Vance Lavizzo has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in August 2019.
Where is Vance Lavizzo based?
Vance Lavizzo’s registered office is in Westlake Village, CA.
Is Vance Lavizzo registered with FINRA?
No. Vance Lavizzo has no current broker registration.
How can I verify Vance Lavizzo’s record?
Search CRD 7176414 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vance Lavizzo’s full registration record.
