Choice Financial & Insurance Services, Inc.

Choice Financial & Insurance Services, Inc. (CRD# 312049) is a financial advisory firm headquartered in Brea, CA. They manage $5,423,056 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
633 S. Brea Blvd., #7, Brea, CA 92821
https://www.kathleenstapleton.com/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $53,694
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Choice Financial & Insurance Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kathleen Stapleton, financial advisor Brea CA
Kathleen A. Stapleton
CRD#: 1489992
633 S. Brea Blvd., #7, Brea, CA 92821

Kathleen Stapleton (CRD# 1489992) is an Investment Advisor Representative working at Choice Financial & Insurance Services, Inc. in Brea, CA and has over 37 years of experience in the finance industry.

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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