Vida Maria Jatulis
Investment adviser representative at Private Advisor Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$57.7BFirm assets
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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 feeOther
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
13 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- LPL Financial LLCApr 2026 to now
- Camber WealthJan 2026 to now
- Mariner Independent Advisor NetworkJan 2026 to Jun 2026
- Mainstreet Financial Planning, Inc.Feb 2022 to Jan 2026
- Summit Financial Consultants, Inc.Aug 2013 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 6240346
- Firm CRD
- 155216