C 3 Financial Strategies

C 3 Financial Strategies (CRD# 166000) is a financial advisory firm headquartered in , . They manage $5,993,078 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $101,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at C 3 Financial Strategies
Showing 1 - 2 of 2 top financial advisors.
1
Brenda J. Coyle
CRD#: 5917659
Newbury Park, CA
96
Wealthminder
score

Brenda Coyle (CRD# 5917659) is an Investment Advisor Representative working at C 3 Financial Strategies in Newbury Park, CA and has over 6 years of experience in the finance industry.

2
Ariana J. McDonald
CRD#: 6377085
Newbury Park, CA
87
Wealthminder
score

Ariana McDonald (CRD# 6377085) is an Investment Advisor Representative working at C 3 Financial Strategies in Newbury Park, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.