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Christopher P
Series 66
Gilbert, AZ
Financial Sense Advisors, Inc.
Christopher Puplava is a financial advisor with Financial Sense Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Puplava has worked at Puplava Securities, Inc. since 2016 and previously spent time with LPL Financial, LLC. He participates in podcasts and occasionally writes articles through FinancialSense.com. Financial Sense Advisors, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, managing approximately $836 million for around 588 clients. The firm uses a combination of fundamental and technical analysis to provide discretionary portfolio management, financial planning, and retirement plan consulting through a team of nine advisors.
James P
CFP®, Series 63
San Diego, CA
Financial Sense Advisors, Inc.
James Puplava is a CFP® with 44 years of experience in the financial services industry. He is the founder of Financial Sense Advisors, Inc. and has held prior roles at Puplava Securities, Inc. and Puplava Financial Services, Inc. Puplava is also involved in media through Financialsense.com, where he participates in podcasts and writes articles. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for individuals, retirement plans, trusts, and other entities. The firm employs a team of nine advisors and uses a combination of fundamental and technical analysis to provide discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting tailored to client-directed investment objectives.
Ryan P
Series 63, Series 66
San Diego, CA
Financial Sense Advisors, Inc.
Ryan Puplava is a financial advisor with Financial Sense Advisors, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Financial Sense Advisors and its affiliated entities since 1996 and worked briefly at LPL Financial in 2016. Financial Sense Advisors, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities, managing approximately $836 million for around 588 clients with a team of nine advisors. The firm combines fundamental and technical analysis to execute client-directed investment strategies across a range of risk profiles and offers retirement-plan consulting and participant account management.
Robert B
Series 63
Jensen Beach, FL
Financial Sense Advisors, Inc.
Robert Bernard is a financial advisor with Financial Sense Advisors, Inc., holding a Series 63 designation and bringing 46 years of industry experience. He has worked at Puplava Securities, Inc. and Puplava Financial Services, Inc. since 2016 and had a brief tenure with LPL Financial, LLC. Bernard occasionally contributes articles and podcasts. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities, managing approximately $836 million through a team of nine advisors. The firm uses a combination of fundamental and technical analysis to meet client-directed investment objectives and offers a broad range of strategies from conservative fixed income to aggressive equity portfolios.
Nicholas K
Series 66
San Diego, CA
Financial Sense Advisors, Inc.
Nicholas Kile is a financial advisor at Financial Sense Advisors, Inc. based in San Diego, CA, with two years of industry experience. He holds the Series 66 designation and previously worked at Outback Steakhouse for nine years before joining the financial industry. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for about 588 clients. The firm serves individuals, retirement plans, trusts, and other entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting through a team of advisors employing both fundamental and technical analysis.
Brendan M
CFP®, Series 63, Series 65
San Diego, CA
Financial Sense Advisors, Inc.
Brendan Mc Murtrie is a Certified Financial Planner™ with 23 years of experience in the financial services industry. He is currently with Financial Sense Advisors, Inc. and Financial Sense Securities, Inc. and previously worked at Northwestern Mutual Investment Services and AXA Advisors. Financial Sense Advisors, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis across a range of investment strategies.
Crystal C
CFP®, Series 66
San Diego, CA
Financial Sense Advisors, Inc.
Crystal Colbert is a CFP® with nine years of industry experience, currently serving as a financial advisor at Financial Sense Advisors, Inc. in San Diego, CA. Her career includes multiple roles at Financial Sense Securities, Inc. and Bfsg, LLC over the past several years. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for about 588 clients, including individuals, retirement plans, and trusts. The firm employs a combination of fundamental and technical analysis to pursue client-directed investment objectives, offering a range of strategies from conservative fixed-income to aggressive equity portfolios.
Ryan P
Series 63, Series 66, Series 65
San Diego, CA
Financial Sense Advisors, Inc.
Ryan Preiss is a financial advisor at Financial Sense Advisors, Inc. with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at ThePARTNERS Wealth Management and Puplava Securities, Inc. In addition to his advisory role, he provides small business financial and operational consulting through Mission Consulting. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis to implement client-directed investment strategies.
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