James
Puplava

Financial Sense Advisors, Inc

CRD#736091
Investment Advisor
in San Diego, CA
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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

Series 63, Certified Financial Planner

Years of Experience

33 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

10809 Thornmint Road 2Nd Floor
San Diego, CA 92127

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Financial Sense Advisors, Inc Brokerage Details

Total Assets Under Management

$452,767,642

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

689

CA Average: 3,727
Average Account Size

$657,137

CA Average: $2,033,427

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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.

1995 - Present (24 years)

Puplava Securities, Inc

1985 - Present (34 years)

Puplava Financial Services, Inc

2016 - 2016 (< 1 year)

Lpl Financial, LLC

Disclosures

James Puplava has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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