Financial Sense Securities, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
San Diego, California
CRD number
39301
Registered since
September 6, 1996

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Christopher Puplava

    Christopher Puplava

    Chief Investment OfficerCRD 5022365

  • William Puplava

    William Puplava

    Chief Portfolio ManagerCRD 2027125

  • Ryan Preiss

    Ryan Preiss

    Chief Operating OfficerCRD 6654122

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Contacts

3 of 10
  • Brendan McMurtrie

    Brendan McMurtrie

    Financial Planning ConsultantCRD 4001706

  • Crystal Colbert

    Crystal Colbert

    Senior Wealth AdvisorCRD 6677721

  • Robert Bernard

    Robert Bernard

    Wealth AdvisorCRD 705891

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth