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 organized as a corporation with ownership attributed to a domestic entity and an individual. FINTRX places the firm in an "Unclassified" category and records that it is not a capital allocator. The profile also indicates the firm is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The snapshot provides limited operational detail: client mix, fee schedules, and the firm’s specific advisory or brokerage activities are not specified in the available record. That lack of granularity makes it difficult to characterize whether the business emphasizes discretionary portfolio management, transaction-based brokerage, financial planning, or another client-facing model.
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
Ryan Preiss
Chief Operating OfficerCRD 6654122
Mary Best Puplava
CEO and CCOCRD 2662349
Contacts
3 of 9
Brendan McMurtrie
Financial Planning ConsultantCRD 4001706

Crystal Colbert
Senior Wealth AdvisorCRD 6677721

Robert Bernard
Wealth AdvisorCRD 705891
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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 10920 Via Frontera
- Time zone
- PT (UTC-8)
- Office locations
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