Unclaimed Profile

Eileen Mariel Proud

FINANCIAL ADVISERS OF AMERICA, LLC·CARLSBAD, California

Series 7, Series 24, Series 63, Series 6536 years registeredFINANCIAL ADVISERS OF AMERICA, LLC

1930 PALOMAR POINT WAY, CARLSBAD, CA 92008CRD# 1019703Firm CRD# 142170

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eileen Mariel Proud · CARLSBAD, CA

Registration

CRD #1019703 · FINANCIAL ADVISERS OF AMERICA, LLC · 36 years registered

Brand Profile

Not yet started

Career History

WT WEALTH MANAGEMENT, LLC

Dec 2015 – present

TRUE FINANCIAL WEALTH MANAGEMENT FIRM LLC

Mar 2013 – Nov 2020

SEDONA, AZ

FINANCIAL ADVISERS OF AMERICA, LLC

Jan 2008 – Apr 2013

SEDONA, AZ

GIRARD SECURITIES, INC.

Sep 2002 – Jan 2008

TUCSON, AZ

SENTRA SECURITIES CORP

Aug 2001 – Sep 2002

TUCSON, AZ

TRUE FINANCIAL WEALTH MANAGEMENT FIRM LLC

Jul 1990 – Dec 2008

TUCSON, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 13, 1990

Years registered · 36

Disclosure History

2005Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL ADVISERS OF AMERICA, LLC

CRD 142170 · SEC 801-69221

AUM

$164M

Regulatory assets under management

Employees

681 client accounts

Services offered by FINANCIAL ADVISERS OF AMERICA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ADVISERS OF AMERICA, LLC →

Introduction

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Frequently Asked Questions

What services does Eileen Mariel Proud offer?

Eileen Mariel Proud specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.

What are Eileen Mariel Proud's credentials?

Eileen Mariel Proud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eileen Mariel Proud located?

Eileen Mariel Proud is based in CARLSBAD, California, working with FINANCIAL ADVISERS OF AMERICA, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Eileen Mariel Proud charge for services?

Eileen Mariel Proud's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ADVISERS OF AMERICA, LLC?

FINANCIAL ADVISERS OF AMERICA, LLC has approximately 50 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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