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 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

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 3
  • Christopher Puplava

    Christopher Puplava

    Chief Investment OfficerCRD 5022365

  • Ryan Preiss

    Ryan Preiss

    Chief Operating OfficerCRD 6654122

  • Mary Best Puplava

    CEO and CCOCRD 2662349

Contacts

3 of 11
  • Brendan McMurtrie

    Brendan McMurtrie

    Financial Planning ConsultantCRD 4001706

  • Crystal Colbert

    Crystal Colbert

    Senior Wealth AdvisorCRD 6677721

  • Robert Bernard

    Robert Bernard

    Wealth AdvisorCRD 705891

Unlock 8 more contacts →

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