Financial Sense Advisors, Inc
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About this Advisor
James Puplava is a certified financial planner located in San Diego, California. Currently an advisor with Financial Sense Advisors, Inc, Puplava has a notable 33 years of experience in the financial advisory industry. Puplava holds a Series 63 license, designating them as a securities agent. Puplava is registered to serve clients based out of California and Texas. Over the course of their career, Puplava has held roles at Lpl Financial, LLC, Puplava Financial Services, Inc and Puplava Securities, Inc. Financial Sense Advisors, Inc is headquartered in San Diego, California. In total, Financial Sense Advisors, Inc manages $443 million in assets dispersed across 951 client accounts and retains eight staff members. The amount of assets the firm manages places it among the larger investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Financial Sense Advisors, Inc offers financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Financial Sense Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Puplava Work History
James has 33 years of experience.
Puplava Securities, Inc
Puplava Financial Services, Inc
Lpl Financial, LLC
James Puplava has disclosures.
Please visit their SEC profile for more details.