Saul Palencia, financial advisor Orange CA

Saul Palencia

CRD Number: 6444241
Current Firm: Secura Financial

Saul Palencia (CRD# 6444241) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Secura Financial, LLC Orange, CA Jun 2016 - Current 7
Barth Financial Advisors Orange, CA Jan 2015 - Jun 2016 1
Servicelink Irvine, CA Jan 2002 - Dec 2014 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2016
Contact Info for Saul A. Palencia
Phone Number: 714-704-6616
Firm Website: http://securawm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    1,123
    ACCOUNTS
  • Average Account Value
    $205,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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