Secura Financial

Secura Financial (CRD# 137324) is a financial advisory firm headquartered in Orange, CA. They manage $230,449,000 in 1,123 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
333 City Boulevard West,, Suite 2050, Orange, CA 92868
http://securawm.com
By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Secura Financial
Showing 11 - 14 of 14 top financial advisors.
11
Jason Stone, financial advisor Orange CA
Jason D. Stone
CRD#: 5455271
333 City Boulevard West,, Suite 2050, Orange, CA 92868

Jason Stone (CRD# 5455271) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 16 years of experience in the finance industry.

12
Kraig Strom, financial advisor Orange CA
Kraig N. Strom
CRD#: 4469194
333 City Boulevard West,, Suite 2050, Orange, CA 92868

Kraig Strom (CRD# 4469194) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 21 years of experience in the finance industry.

13
Dhillon Taylor, financial advisor Orange CA
Dhillon T. Taylor
CRD#: 6475318
333 City Boulevard West,, Suite 2050, Orange, CA 92868

Dhillon Taylor (CRD# 6475318) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 5 years of experience in the finance industry.

14
Leigh Greenberg, financial advisor Orange CA
Leigh Greenberg
CRD#: 7168900
333 City Boulevard West,, Suite 2050, Orange, CA 92868

Leigh Greenberg (CRD# 7168900) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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