Unclaimed Profile

Abdiel Alan Valenzuela

FINANCIAL SENSE ADVISORS, INC.·SAN DIEGO, California

SIE, Series 7, Series 14, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record21 years registeredFINANCIAL SENSE ADVISORS, INC.

10809 THORNMINT ROAD, SAN DIEGO, CA 92127CRD# 1986132Firm CRD# 111090

Profile Verification

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

Identity

Abdiel Alan Valenzuela · SAN DIEGO, CA

Registration

CRD #1986132 · FINANCIAL SENSE ADVISORS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

PRINCIPAL SECURITIES, INC.

May 2025 – present

RBC CAPITAL MARKETS, LLC

Mar 2025 – Apr 2025

SAN DIEGO, CA

AVANTAX ADVISORY SERVICES

Jul 2023 – Aug 2024

DALLAS, TX

FINANCIAL SENSE ADVISORS, INC.

Jun 2017 – Jun 2023

SAN DIEGO, CA

CETERA ADVISOR NETWORKS LLC

Jan 2017 – Jun 2017

EL SEGUNDO, CA

LPL FINANCIAL LLC

Aug 2005 – Nov 2015

SAN DIEGO, CA

PLANMEMBER SECURITIES CORPORATION

Nov 2004 – Feb 2005

CARPINTERIA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · November 18, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL SENSE ADVISORS, INC.

CRD 111090 · SEC 801-25937

AUM

$568M

Regulatory assets under management

Employees

1,069 client accounts

Services offered by FINANCIAL SENSE ADVISORS, INC.

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 SENSE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Abdiel Alan Valenzuela offer?

Abdiel Alan Valenzuela specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Abdiel Alan Valenzuela's credentials?

Abdiel Alan Valenzuela is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Abdiel Alan Valenzuela located?

Abdiel Alan Valenzuela is based in SAN DIEGO, California, working with FINANCIAL SENSE ADVISORS, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Abdiel Alan Valenzuela charge for services?

Abdiel Alan Valenzuela's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL SENSE ADVISORS, INC.?

FINANCIAL SENSE ADVISORS, INC. has approximately 12 employees and manages $568M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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