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SECURA FINANCIAL, LLC
SECURA FINANCIAL, LLC
SECURA FINANCIAL
ORANGE, California
·
4 registered advisors
·
CRD# 137324
SEC# 801-113072
0
714-704-6616
01
Firm Overview
AUM
$230M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SECURA FINANCIAL, LLC
4 registered advisors
Casey Lee Hatcher
ORANGE, California
CRD# 5493769
Harry Michael Barth
ORANGE, California
CRD# 13891
Jason Douglas Stone
ORANGE, California
CRD# 5455271
Richard W Jackman
ORANGE, California
CRD# 2501641
05
Office Locations
ORANGE, California
4 advisors
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Data sourced from SEC Form ADV filings. SECURA FINANCIAL, LLC (CRD# 137324) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.