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 recorded as a corporate entity with an SEC registration date of 1996 and an ownership structure described as a domestic entity/individual. The firm’s FINTRX profile contains limited public detail about its core business lines: fields for fee structure, client base, business activities and advisory activities are not populated in the available record. The dataset explicitly flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. Those negative flags, taken together with the sparse activity fields, indicate the FINTRX entry does not reflect any reported advisory programs, public investment mandates, or specialized consulting services.
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 3
Christopher Puplava
Chief Investment OfficerCRD 5022365
Ryan Preiss
Chief Operating OfficerCRD 6654122
Mary Best Puplava
CEO and CCOCRD 2662349
Contacts
3 of 11
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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