Advisor at Financial Sense Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Sense Advisors, Inc.
Location
Jensen Beach, FL
Credentials
Series 63
Industry experience
45 years
Based on Financial Sense Advisors, Inc.
Jensen Beach, FL
California · Florida
Puplava Securities, Inc.
2016 - Present (10 years)
Puplava Financial Services, Inc.
2016 - Present (10 years)
LPL Financial, LLC
2016 - 2017 (1 year)
Puplava Securities Inc
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Palm City, FL
Riddick & Co Entrepreneurial Finance, LLC
Series 65
Stuart, FL
Mindie Molina Investments, LLC
ChFC®, Series 65
Stuart, FL
W.H. Financial Services, Inc.
CFP®, Series 63, Series 65
Stuart, FL
Twenty-First Century Financial Advisors Inc
Series 66
Port Saint Lucie, FL
Southern Magnolia Investment Management LLC
CFP®, ChFC®, Series 63
Stuart, FL
Index Portfolio Advisors, LLC
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