Unclaimed Profile

Michael Lee Fenison

PURE FINANCIAL ADVISORS, INC.·SAN DIEGO, California

Series 7, Series 24, Series 63, Series 65Clean record26 years registeredPURE FINANCIAL ADVISORS, INC.

3131 CAMINO DEL RIO N, SAN DIEGO, CA 92108CRD# 1049137Firm CRD# 144316

Profile Verification

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

Identity

Michael Lee Fenison · SAN DIEGO, CA

Registration

CRD #1049137 · PURE FINANCIAL ADVISORS, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PURE FINANCIAL ADVISORS, INC.

PURE FINANCIAL ADVISORS, LLC

Oct 2007 – Jul 2022

Lighthouse Point, FL

PURE FINANCIAL ADVISORS

Oct 2007 – Dec 2007

SAN DIEGO, CA

MULTI-FINANCIAL SECURITIES CORPORATION

Aug 1999 – Sep 2007

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 25, 1999

Years registered · 26

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

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Lee Fenison offer?

Michael Lee Fenison specializes in Financial Planning, Investment Management.

What are Michael Lee Fenison's credentials?

Michael Lee Fenison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lee Fenison located?

Michael Lee Fenison is based in SAN DIEGO, California, last registered with PURE FINANCIAL ADVISORS, INC..

How does Michael Lee Fenison charge for services?

Michael Lee Fenison'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, INC.?

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

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →