Vivian Marie Segura
Investment adviser representative at Brio Financial Group
11 yearsExperience
1 stateRegistered in
$1.1BFirm 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
Experience
11 years in the industry.
- Brio Financial GroupJun 2025 to now
- Brio Financial GroupSep 2022 to May 2025
- Financial Partners Credit UnionJul 2019 to Oct 2022
- Youth Policy InstituteSep 2018 to Jul 2019
- Arizona State UniversityFeb 2018 to Aug 2018
- SubwaySep 2017 to Feb 2018
- Arizona State UniversityJun 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Brio Financial Group
Legal name: Brio Consultants, LLC
$1.1BAssets managed
804Clients
16Advisers
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
- 8110845
- Firm CRD
- 289889