77 Financial Group
77 Financial Group (CRD# 312367) is a financial advisory firm headquartered in Vista, CA. They manage $13,400,000 in 45 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$297,778
Compensation Options
- A percentage of assets under your management
- 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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at 77 Financial Group
1
James Walters (CRD# 6652903) is an Investment Advisor Representative working at 77 Financial Group in Carlsbad, CA and has over 6 years of experience in the finance industry.
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