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Scott Allen Middleton

PUPLAVA FINANCIAL SERVICES INC·SAN DIEGO, California
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10809 THORNMINT ROAD, SAN DIEGO, CA 92127CRD# 2167873Firm CRD# 111090
01

About

Scott Allen Middleton is a registered financial advisor based in SAN DIEGO, California, affiliated with PUPLAVA FINANCIAL SERVICES 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# 2167873
Firm CRD# 111090
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Allen Middleton offer?
Scott Allen Middleton specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are Scott Allen Middleton's credentials?
Scott Allen Middleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Allen Middleton located?
Scott Allen Middleton is based in SAN DIEGO, California, working with PUPLAVA FINANCIAL SERVICES INC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Scott Allen Middleton charge for services?
Scott Allen Middleton'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 PUPLAVA FINANCIAL SERVICES INC?
PUPLAVA FINANCIAL SERVICES 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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