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Tolen Clement Teigen

FINDEC WEALTH SERVICES, INC.·STOCKTON, California
Unclaimed Profile
1776 W. MARCH LANE, STOCKTON, CA 95207CRD# 4559988Firm CRD# 311949
01

About

Tolen Clement Teigen is a registered financial advisor based in STOCKTON, California, affiliated with FINDEC WEALTH SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
FINDEC WEALTH SERVICES, INC.
FINDEC WEALTH SERVICES, INC.
AUM
$964M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FINDEC WEALTH SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4559988
Firm CRD# 311949
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tolen Clement Teigen offer?
Tolen Clement Teigen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOCKTON, California for a consultation.
What are Tolen Clement Teigen's credentials?
Tolen Clement Teigen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tolen Clement Teigen located?
Tolen Clement Teigen is based in STOCKTON, California, working with FINDEC WEALTH SERVICES, INC.. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.
How does Tolen Clement Teigen charge for services?
Tolen Clement Teigen'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 FINDEC WEALTH SERVICES, INC.?
FINDEC WEALTH SERVICES, INC. has approximately 4 employees and manages $964M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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