Financial Sense Securities, Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 39301
- Registered since
- September 6, 1996
- Website
- www.financialsense.com
Firm profile
FINTRXOverview
Financial Sense Securities, Inc. is a corporate entity that has been registered with the SEC since 1996. Public data on the firm's business model, advisory services, fee schedules and client segments is limited; the record in the datasource does not include descriptions of its advisory activities or product offerings. Regulatory and operational flags in the record indicate the firm is not classified as a capital allocator, it is not identified as an active ESG investor, and it is not designated as a multi-state adviser. The owner is listed as a domestic entity/individual and the firm's internal classification is recorded as unclassified. The dataset also notes the firm is not flagged as a pension consultant or as a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Christopher Puplava
Chief Investment OfficerCRD 5022365
Mary Best Puplava
CEO and CCOCRD 2662349

William Puplava
Chief Portfolio ManagerCRD 2027125
Contacts
3 of 11
Robert Bernard
Wealth AdvisorCRD 705891
Christopher Roberts
FinOpCRD 6505465

Xavier Stonehouse
Research AnalystCRD 7419307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 10920 Via Frontera
- Time zone
- PT (UTC-8)
- Office locations
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