Cary Facer, financial advisor Tustin CA
93 score

Cary Facer

CRD Number: 5458604
Current Firm: Warren Street Wealth Advisors, LLC

Cary Facer (CRD# 5458604) is an Investment Advisor Representative working at Warren Street Wealth Advisors, LLC in Tustin, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Warren Street Wealth Advisors, LLC Orange, CA Oct 2014 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2011 - Current 5
Cambridge Investment Research, Inc. Fairfield, IA Mar 2011 - Current 5
Mml Investors Services Inc. Newport Beach, CA Mar 2008 - Mar 2011 3
Mass Mutual Financial Group Newport Beach, CA Dec 2007 - Mar 2011 3
Lynn's Water Works Placentia, CA Aug 2004 - Nov 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Cary C. Facer
Phone Number: 714-876-6200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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


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This advisor has a clean track record with regulators.

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