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 and has been registered with the SEC since 1996. Ownership is listed as a combination of a domestic entity and an individual. In the available filing data the firm is classified as “Unclassified” and is not reported as a capital allocator. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or 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 4
Christopher Puplava
Chief Investment OfficerCRD 5022365
Mary Best Puplava
CEO and CCOCRD 2662349
William Puplava
Chief Portfolio ManagerCRD 2027125
Contacts
3 of 10
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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