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FINANCIAL COUNSELING RESOURCES LLC
FINANCIAL COUNSELING RESOURCES LLC
LOS ALAMITOS, California
·
3 registered advisors
·
CRD# 108743
SEC# 801-57674
714-236-8290
01
Firm Overview
AUM
$18M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at FINANCIAL COUNSELING RESOURCES LLC
3 registered advisors
Larry Max Lambert
LOS ALAMITOS, California
CFP
CRD# 301058
Lianne Nichole Larson
LOS ALAMITOS, California
CRD# 3226308
Roger Joel Conde
LOS ALAMITOS, California
CRD# 2477484
05
Office Locations
LOS ALAMITOS, California
3 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL COUNSELING RESOURCES LLC (CRD# 108743) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.