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James Joseph Puplava

FINANCIAL SENSE ADVISORS, INC.·SAN DIEGO, California
Unclaimed Profile
10809 THORNMINT ROAD, SAN DIEGO, CA 92127CRD# 736091Firm CRD# 111090
01

About

James Joseph Puplava is a registered financial advisor based in SAN DIEGO, California, affiliated with FINANCIAL SENSE ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL SENSE ADVISORS, INC.
FINANCIAL SENSE ADVISORS, INC.
AUM
$568M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FINANCIAL SENSE ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 736091
Firm CRD# 111090
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Joseph Puplava offer?
James Joseph Puplava specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are James Joseph Puplava's credentials?
James Joseph Puplava is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Joseph Puplava located?
James Joseph Puplava 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 James Joseph Puplava charge for services?
James Joseph Puplava'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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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