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 SEC-registered since 1996. The firm is reported as owned by a combination of a domestic entity and an individual and is classified in the dataset as "unclassified." The firm is not identified as a capital allocator and is flagged as not being an active ESG investor. It also does not appear as a multi-state adviser, was not newly formed, and is not listed as a pension consultant or a related adviser. Publicly available details in the provided data are sparse: the firm did not supply descriptions of its client base, fee schedule, core business activities, or specific advisory services. No information on investment approach, product lineup, public holdings, or alternative investments was included in the dataset.
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
Similar firms
Shorelineambrose Advisors, LLC
Broker-DealerSan Diego, CA
Kingswood Capital Partners, LLC
Broker-DealerSan Diego, CA
Chandler Distribution Services, LLC
Broker-DealerSan Diego, CA
Madison Avenue Securities, LLC
Broker-DealerSan Diego, CA
Sprinklebrokerage, Inc.
Broker-DealerSan Diego, CA
RA Capital Advisors LLC
Broker-DealerSan Diego, CA