Joshua
Nunn

Financial Sense Advisors, Inc

CRD#6630938
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Nunn is a financial advisor working in San Diego, California with a total of 5 years of relevant experience. Nunn works at Financial Sense Advisors, Inc. Over the course of their career, they have held roles at Financial Sense Securities, Inc and Yanni'S Bar & Grill. Nunn has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Financial Sense Advisors, Inc is a financial advisory company operating out of San Diego, CA. It oversees $585 million in assets under management between its 1,265 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 1,265 client accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in investable assets. Financial Sense Advisors, Inc provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely are based on which services the firm provides the client. However, fee types charged by Financial Sense Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10809 Thornmint Road 2Nd Floor
San Diego, CA 92127

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Financial Sense Advisors, Inc Brokerage Details

Total Assets Under Management

$584,563,111

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

15

CA Average: 43
Total Number of Accounts

1,265

CA Average: 3,727
Average Account Size

$462,105

CA Average: $2,033,427

Investment Advisory Services

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

Joshua Nunn Work History

Joshua has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

Financial Sense Securities, Inc

2013 - 2016 (3 years)

Yanni'S Bar & Grill

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Nunn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Sense Advisors, Inc

Joshua Nunn
San Diego, CA
Crystal Colbert
San Diego, CA
Sandra Pappalardo
San Diego, CA
Robert Bernard
San Diego, CA
Aaron Wiegman
San Diego, CA
Aaron Herrscher
San Diego, CA
Christopher Puplava
San Diego, CA
Abdiel Valenzuela
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started