Clearview Financial, Inc.

Clearview Financial, Inc. (CRD# 131944) is a financial advisory firm headquartered in San Diego, CA. They manage $65,992,971 in 143 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $461,489
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Clearview Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark S. Young
CRD#: 4319068
5151 Shoreham Place, 170, San Diego, CA 92122

Mark Young (CRD# 4319068) is an Investment Advisor Representative working at Clearview Financial, Inc. in San Diego, CA and has over 23 years of experience in the finance industry.

2
Michael J. Young
CRD#: 7052912
11622 El Camino Real, 100, San Diego, CA 92130

Michael Young (CRD# 7052912) is an Investment Advisor Representative working at Clearview Financial, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.

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