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 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

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 4
  • Christopher Puplava

    Christopher Puplava

    Chief Investment OfficerCRD 5022365

  • Mary Best Puplava

    CEO and CCOCRD 2662349

  • William Puplava

    William Puplava

    Chief Portfolio ManagerCRD 2027125

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Contacts

3 of 10
  • Robert Bernard

    Robert Bernard

    Wealth AdvisorCRD 705891

  • Christopher Roberts

    FinOpCRD 6505465

  • Xavier Stonehouse

    Xavier Stonehouse

    Research AnalystCRD 7419307

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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, 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth