Stephen Masula (CRD# 1334977) is an Investment Advisor Representative working at Advisors Wealth Management, Inc. in Carlsbad, CA and has 1 year of experience in the finance industry. Stephen Masula has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Advisors Wealth Management, Inc. | Carlsbad, CA | Oct 2014 - Current | 9 |
Realty Investors | Whittier, CA | Mar 1993 - Current | 31 |
Realty Investors Exchange, Inc. | Carlsbad, CA | Dec 1989 - Current | 34 |
Stephen Masula, Cfp, Ea | Carlsbad, CA | Apr 1984 - Current | 39 |
California Financial Partners | Glendale, CA | Jan 2011 - Oct 2014 | 3 |
Financial Services Network | Carlsbad, CA | Jan 1985 - Oct 2014 | 29 |
Lpl Financial LLC | Carlsbad, CA | Jan 2011 - Sep 2014 | 3 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management10MILLIONS
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Total Number of Accounts24ACCOUNTS
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Average Account Value$427,272
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA
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