Unclaimed Profile

Scott Allen Middleton

PUPLAVA FINANCIAL SERVICES INC·SAN DIEGO, California

Clean recordPUPLAVA FINANCIAL SERVICES INC

10809 THORNMINT ROAD, SAN DIEGO, CA 92127CRD# 2167873Firm CRD# 111090

Profile Verification

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

Identity

Scott Allen Middleton · SAN DIEGO, CA

Registration

CRD #2167873 · PUPLAVA FINANCIAL SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL SENSE ADVISORS, INC.

AUM

$568M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL SENSE ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2167873

Firm CRD# 111090

View on FINRA BrokerCheck →

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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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