David James Vezina
Investment adviser representative at Sequent Planning, LLC
10 yearsExperience
6 statesRegistered in
$589.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sequent Planning. LLCNov 2023 to now
- 1st Jersey Insurance AgencyJan 2017 to now
- Tfs Securities IncJun 2018 to Nov 2023
- Tfs Insurance AgencyFeb 2018 to Nov 2023
- UnemployedJul 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, NJ, OR, PA, SC).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2898565
- Firm CRD
- 160381