C 3 Financial Strategies

C 3 Financial Strategies (CRD# 166000) is a financial advisory firm headquartered in , . They manage $7,747,606 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $94,483
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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

Brenda Coyle (CRD# 5917659) is an Investment Advisor Representative working at C 3 Financial Strategies in Newbury Park, CA and has over 12 years of experience in the finance industry.

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