Chavez Vincent
Investment adviser representative at Fai Advisors, Inc.
11 yearsExperience
2 statesRegistered in
$302MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fai Advisors, Inc.Jan 2021 to now
- O.N. Investment Management CompanyJan 2016 to now
- The O.N. Equity Sales CompanyOct 2015 to now
- Ohio National Financial ServicesAug 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Fai Advisors, Inc.
$302MAssets managed
370Clients
5Advisers
3 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
- 6559507
- Firm CRD
- 122132