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 financial services entity that has been registered with the SEC since 1996. FINTRX records the firm's ownership as a combination of a domestic entity and an individual, and it is listed as "Unclassified" in FINTRX's categorization, indicating limited public labeling of its business model or investment mandate. Available profile fields are largely blank or negative flags: the firm is not identified as an active ESG investor, is not flagged as a multi-state adviser, is not a pension consultant, and is not listed as a related adviser or a capital allocator. Key descriptors such as client base, fee structure, and specific advisory or business activities are not provided in the dataset, which limits clarity about how the firm operates or the services it offers.
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 4
Christopher Puplava
Chief Investment OfficerCRD 5022365

William Puplava
Chief Portfolio ManagerCRD 2027125
Ryan Preiss
Chief Operating OfficerCRD 6654122
Contacts
3 of 10
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
Similar firms
Sprinklebrokerage, Inc.
Broker-DealerSan Diego, CA
Copley Alternative Investments Inc.
Broker-DealerSan Diego, CA
Investment Placement Group
Broker-DealerSan Diego, CA
Shorelineambrose Advisors, LLC
Broker-DealerSan Diego, CA
Bainbridge Investment Bank
Broker-DealerSan Diego, CA
Kingswood Capital Partners, LLC
Broker-DealerSan Diego, CA