Cary Facer, financial advisor Newport Beach CA

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 Newport Beach, CA and has over 15 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 9
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2011 - Current 12
Cambridge Investment Research, Inc. Fairfield, IA Mar 2011 - Current 13
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
    275
    MILLIONS
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $347,589
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

AZ, CA, NE, NV, NY, TX, WA

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