Unclaimed Profile

Alan Robert Clopine

PURE FINANCIAL ADVISORS, LLC·SAN DIEGO, California

Series 65Clean record15 years registeredPURE FINANCIAL ADVISORS, LLC

3131 CAMINO DEL RIO N, SAN DIEGO, CA 92108CRD# 5730680Firm CRD# 144316

Profile Verification

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

Identity

Alan Robert Clopine · SAN DIEGO, CA

Registration

CRD #5730680 · PURE FINANCIAL ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

PURE FINANCIAL ADVISORS, LLC

Oct 2024 – present

PURE FINANCIAL ADVISORS, LLC

Nov 2010 – Oct 2024

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 11, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PURE FINANCIAL ADVISORS, LLC

CRD 144316 · SEC 801-70137

AUM

$6.3B

Regulatory assets under management

Employees

139

17,762 client accounts

Services offered by PURE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PURE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Alan Robert Clopine offer?

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

What are Alan Robert Clopine's credentials?

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

Where is Alan Robert Clopine located?

Alan Robert Clopine is based in SAN DIEGO, California, working with PURE FINANCIAL ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Alan Robert Clopine charge for services?

Alan Robert Clopine'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 PURE FINANCIAL ADVISORS, LLC?

PURE FINANCIAL ADVISORS, LLC has approximately 139 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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