Financial Sense Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
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 organized as a corporation with ownership attributed to a domestic entity and an individual. FINTRX places the firm in an "Unclassified" category and records that it is not a capital allocator. The profile also indicates the firm is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The snapshot provides limited operational detail: client mix, fee schedules, and the firm’s specific advisory or brokerage activities are not specified in the available record. That lack of granularity makes it difficult to characterize whether the business emphasizes discretionary portfolio management, transaction-based brokerage, financial planning, or another client-facing model.

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 9
  • Brendan McMurtrie

    Brendan McMurtrie

    Financial Planning ConsultantCRD 4001706

  • Crystal Colbert

    Crystal Colbert

    Senior Wealth AdvisorCRD 6677721

  • Robert Bernard

    Robert Bernard

    Wealth AdvisorCRD 705891

Unlock 6 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