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FINDEC WEALTH SERVICES, INC.
FINDEC WEALTH SERVICES, INC.
STOCKTON, California
·
5 registered advisors
·
CRD# 311949
SEC# 801-120139
0
209-957-7413
01
Firm Overview
AUM
$964M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINDEC WEALTH SERVICES, INC.
5 registered advisors
Kenneth Robert Herold
STOCKTON, California
CRD# 2695760
Kevin Eugene Mahoney
STOCKTON, California
CRD# 2953706
Michael E Lee
STOCKTON, California
CRD# 3221162
Raquel Tanica Morris
STOCKTON, California
CRD# 5421348
Tolen Clement Teigen
STOCKTON, California
CRD# 4559988
05
Office Locations
STOCKTON, California
5 advisors
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Data sourced from SEC Form ADV filings. FINDEC WEALTH SERVICES, INC. (CRD# 311949) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.